AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
GS

Guy C. Stevenson

CAMBRIDGE INVESTMENT RESEARCH
Bettendorf, IA 52722
Some features on this profile are disabled
CRD#: 1896141
GS
Guy Curtis StevensonCAMBRIDGE INVESTMENT RESEARCH

Professional summary


Guy Curtis Stevenson, who also goes by Guy C Stevenson, is a registered financial professional currently at CAMBRIDGE INVESTMENT RESEARCH, INC. located in Bettendorf, Iowa.

Guy is registered as a RR (Registered Representative) and started their career in finance in 1988. Guy has worked at 6 firms and has passed the Series 63, SIE and Series 6 exams.

Aliases


Guy C Stevenson

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Guy Curtis Stevenson's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

February 3, 2026 - Present

CAMBRIDGE INVESTMENT RESEARCH, INC.

Office #1: 1717 State St Ste 101, Bettendorf, IA 52722
BD
CRD#: 39543
Bettendorf, IA
Past

March 26, 2012 - February 3, 2026

MOMENTUM INDEPENDENT NETWORK INC.

BD
CRD#: 17587
Bettendorf, IA
Past

April 27, 1999 - March 27, 2012

ASSIST INVESTMENT MANAGEMENT COMPANY, INC.

BD
CRD#: 34902
BETTENDORF, IA
Past

January 11, 1999 - April 30, 1999

NATIONS FINANCIAL GROUP, INC.

BD
CRD#: 44181
CEDAR RAPIDS, IA
Past

October 4, 1994 - January 28, 1999

ASSIST INVESTMENT MANAGEMENT COMPANY, INC.

BD
CRD#: 34902
LEAWOOD, KS
Past

October 30, 1993 - October 7, 1994

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
WAVERLY, IA
Past

November 9, 1988 - October 29, 1993

CENTURY INVESTORS OF AMERICA, INC.

BD
CRD#: 5322

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(2/3/2026)
RR
Florida
(2/3/2026)
RR
Georgia
(2/3/2026)
RR
Illinois
(2/3/2026)
RR
Iowa
(2/3/2026)
RR
Michigan
(2/3/2026)
RR
Minnesota
(2/3/2026)
RR
New Jersey
(2/3/2026)
RR
Pennsylvania
(2/3/2026)
RR
Tennessee
(2/3/2026)
RR
Texas
(2/3/2026)
RR
Virginia
(2/3/2026)
RR
Wisconsin
(2/3/2026)

Exams


State Security Law Exam
RR
Series 63
Date: 11/8/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


CI
CAMBRIDGE INVESTMENT RESEARCH, INC.
CAMBRIDGE | WEALTH PLANNERS, LLC | NETTUNO WEALTH MANAGEMENT | JORDAN CREEK FINANCIAL SERVICES | FAIRFIELD GLOBAL INVESTMENTS, INC. | CANTELLA & CO., INC. | CAMBRIDGE INVESTMENT RESERARCH, INC. | CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543 / SEC#: , 8-48740

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
Loading...

Contact information


Main Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Mailing Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Phone number
(641) 472-5100
Established
Iowa since 10/12/1995
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)


Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
CAMBRIDGE INVESTMENT GROUP, INC.SHAREHOLDER/HOLDING COMPANY
BELL, COLLEEN MCGUIREPRESIDENT INNOVATION AND EXPERIENCE; DIRECTOR5077188
BOEN, RYANEVP, CHIEF FINANCIAL OFFICER/FINOP, PRINCIPAL OPERATIONS OFFICER7842316
KUHLMAN, RICHARD HENRYSVP, CHIEF LEGAL OFFICER7076563
MILLER, SETH AARONPRESIDENT ADVOCACY & ADMINISTRATION; GENERAL COUNSEL; DIRECTOR5495508
ROBBINS, TAMMY ANNEXECUTIVE VICE PRESIDENT/CHIEF BUSINESS DEVELOPMENT OFFICER3125668
ROLLINS, EDDIE THOMASEXECUTIVE VICE PRESIDENT, MANAGING DIRECTOR - BRIDGEPORT1523500
SHAFER, ANDREA LYNNEVP, CHIEF SUPERVISION OFFICER5448499
STONE, CARLA JEANFIRST VICE PRESIDENT, FINANCE/CHIEF ACCOUNTING OFFICER3193985
TURNER, GREGORY WALTEREVP, CONSULTING SERVICES3144311
VEST, VALARIE KNOBLOCKEVP, CHIEF EXPERIENCE OFFICER3074142
VIVACQUA, JEFFREY FRANCISPRESIDENT GROWTH AND DEVELOPMENT; DIRECTOR2608892
WEBBER, AMY LYNNCEO, SECRETARY; DIRECTOR1812670
YOUHN, STEPHEN MICHAELCHIEF COMPLIANCE OFFICER1414691

Disclosures


Regulatory Event13
Arbitration4

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543Bettendorf, IA 52722

TRUST BUT VERIFY

Monitor Guy Stevenson

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


MW
Moira WilkinsAdvisorCheck Check Mark
J.P. MORGAN SECURITIES LLC
RR
MOLINE, IL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.