BC
Bradley G. Childs
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
SCOTTSBLUFF, NE 69361
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CRD#: 1981763
BC
Professional summary
Bradley Gene Childs is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Scottsbluff, Nebraska and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Scottsbluff, Nebraska.
Bradley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Bradley has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1)BRAD CHILDS FINANCIAL SERVICES, 1723 AVENUE A, SCOTTSBLUFF, NE, 10/1988 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 15/WK - 2/TRADING. 2)C&S RENTALS OWNER RENTAL PROPERTY AT PERSONAL RESIDENCE ADDRESS FOR 0HRS/WK SINCE 1994. 3)ADVANCING TECHNOLOGY SUB CHAPTER S CORP SCOTTSBLUFF NE BOARD MEMBER FOR 0HRS/WK SINCE 2000. 4)BRAD CHILDS FINANCIAL SERVICES 1723 AVENUE A SCOTTSBLUFF, NE 69361. BEGAN 10/01/1988 AS OWNER. INVESTMENT RELATED. DEVOTES 15 HRS/WK. 2 HRS DURING TRADING. 5)PANHANDLE SHRINE CLUB, PO BOX 182, SCOTTSBLUFF, NE 69361. BEGAN 12/2012 AS HOSPITAL CHAIRMAN- WORKING WITH THE PARENTS OF CRIPPLED AND DISABLED CHILDREN TO SEE THAT THEY RECIEVE TRAVEL EXPENSE MONIES FROM THE PANHANDLE SHRINE CLUB. DEVOTES 2 HR/MO-NONE DURING TRADING. NON-PROFIT. 6)SANITARY IMPROVEMENT DISTRICT 4A, SCOTTSBLUFF, NE, AS BOARD MEMBER. NIR - 1/MO - 0/TRADING. 7) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20/WK - 4/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 8) TEHAMA SHRINE, 411 N Hastings Ave, Hastings NE 68901, 01/2025, BOARD MEMBER, NIR, 2 HR/MO - 0 HR/MO TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Bradley Gene Childs's 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®
NoneExperience
Current
November 6, 2014 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 1723 Avenue A, Scottsbluff, NE 69361RIA
CRD#: 134139
SCOTTSBLUFF, NE
Current
October 3, 2011 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 1723 Ave A, Scottsbluff, NE 69361BD
CRD#: 39543
Scottsbluff, NE
Past
May 12, 2004 - October 7, 2011
TOWER SQUARE SECURITIES, INC.
BD
CRD#: 833
SCOTTSBLUFF, NE
Past
January 30, 2002 - May 11, 2004
MAIN STREET MANAGEMENT COMPANY
BD
CRD#: 547
BOSTON, MA
Past
June 10, 1997 - December 31, 2001
OPPENHEIMER & CO. INC.
BD
CRD#: 249
NEW YORK, NY
Past
November 15, 1993 - June 2, 1997
1717 CAPITAL MANAGEMENT COMPANY
BD
CRD#: 4082
NEWARK, DE
Past
September 29, 1989 - August 3, 1993
THE O.N. EQUITY SALES COMPANY
BD
CRD#: 2936
CINCINNATI, OH
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.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(2/5/2019)
RR
Colorado(10/3/2011)
RR
Florida(1/2/2020)
RR
Kansas(9/8/2020)
RR
Montana(7/24/2015)
RR
Nebraska(10/3/2011)
IAR
Nebraska(11/6/2014)
RR
North Carolina(1/3/2012)
RR
South Dakota(10/3/2011)
RR
Wyoming(10/3/2011)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
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Contact information
Main Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Mailing Address
Phone number
(641) 472-5100
Established
Firm type
Fiscal year end
# of Employees
3,361
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 438,414 |
| AUM (Assets Under Management) | $ 102,413,096,032 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/09/2024 | ||
| 04/29/2024 |
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.
