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Darrell Eugene Masters

CFP®
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
CINCINNATI, OH
·CRD# 2155877·35 years experience

Professional Summary

Darrell Eugene Masters, CFP®, who also goes by Darrell Eugene Hooker, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Cincinnati, Ohio and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Cincinnati, Ohio. Darrell is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Darrell has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 6...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Darrell Eugene Hooker

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Contact Information

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Credentials

CFP®
Certified Financial PlannerSince 1999

Years of Experience

35 years in the financial services industry

Current & Past Employments

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.·CRD# 134139
RIA
9545 Kenwood Rd Ste 103, Cincinnati, OH 45242
April 21, 2005 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.·CRD# 39543
BD
9545 Kenwood Rd Ste 103, Cincinnati, OH 45242
April 20, 2005 - Present
OSAIC FA, INC.·CRD# 3978
RIA
Cincinnati, OH
January 1, 2000 - April 26, 2005
OSAIC FA, INC.·CRD# 3978
BD
Fort Wayne, IN
February 28, 1992 - April 26, 2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY·CRD# 2580
BD
Fort Wayne, IN
February 28, 1992 - May 6, 2005
METROPOLITAN LIFE INSURANCE COMPANY·CRD# 4095
BD
New York, NY
July 25, 1991 - December 5, 1991
MSI FINANCIAL SERVICES, INC.·CRD# 14251
BD
Springfield, MA
July 25, 1991 - December 5, 1991

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Current Firm

CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1938 WEALTH ADVISORS | BEYOND WEALTH LLC | BEYOND FINANCIAL PLANNING | BETTENDORF FINANCIAL GROUP | BETA INDUSTRIES INC | BESSELMAN AND ASSOCIATES DBA BESSELMAN WEALTH PLANNERS | BERGERON FINANCIAL | BENZOR CAPITAL WEALTH | BENOIT FINANCIAL PLANNERS | BENOIT FINANCIAL GROUP LLC DBA BENOIT FINANCIAL PLANNERS | BENKENDORFER INVESTMENT GROUP | BENCHMARK WEALTH ADVISORY LLC | BENCHMARK WEALTH ADVISORY | BELL FINANCIAL INC | BEDFORD WEALTH ADVISORS | BECKWITH FINANCIAL SERVICES | BECKER FINANCIAL SERVICES INC | BEALE FINANCIAL GROUP | BEACON COVE FINANCIAL | BEACON CAPITAL MANAGEMENT ADVISORS | BCF GROUP LLC | BCB INVESTMENT SERVICES | BAWAR ASSET MANAGEMENT LLC | BAUER FINANCIAL SERVICES LLC DBA HAYES FINANCIAL ADVISORS | BATESON WEALTH MANAGEMENT | BASS FINANCIAL STRATEGIES INC | BASK FINANCIAL ADVISORS | BARTON FINANCIAL SERVICES INC | BARTLETT WEALTH MANAGEMENT | BARKER LEGACY FINANCIAL LLC | BARKER INVESTMENT SERVICES | BARCOMB WEALTH MANAGEMENT | BARBARA MULL INVESTMENT SOLUTIONS | BAR -G FINANCIAL SERVICES | BANKHEAD WEALTH PARTNERS | BANK IOWA INVESTMENT CENTER | BAKER WEALTH MANAGEMENT INC | BAKER WEALTH MANAGEMENT | BAKER FINANCIAL GROUP | BAHR CASEY FINANCIAL SERVICES | BABCOCK INSURANCE & FINANCIAL SERVICES | B RENNER LLC | AXIOM WEALTH PARTNERS, LLC | AXIOM WEALTH PARTNERS LLC | AXIOM WEALTH PARTNERS | AXIOM WEALTH ALLIANCE LLC | AXIOM WEALTH ALLIANCE | AXIOM NH LLC | AVANA WEALTH MANAGEMENT | ATTITUDE FINANCIAL ADVISORS | ATTAIN WEALTH PLANNING | ATTAIN WEALTH | ATLAS WEALTH MANAGEMENT LLC | ATLAS WEALTH ADVISERS | ATLAS ADVISORY GROUP | ATLANTIC CAPITAL PARTNERS LLC | ATLANTIC CAPITAL PARTNERS | ATHOS CAPITAL ADVISORS | ATHLON WEALTH ADVISORS | ATHLON ADVISORS LLC | ATHLON ADVISORS | ATHENA LEGACY SOLUTIONS LLC | ASSURED PARTNERS | ASSOCIATED PLANNING SERVICES INC | ASSOCIATED FINANCIAL PLANNERS LLC | ASPIRE INVESTMENT MANAGEMENT | ASPEN CREEK INVESTMENTS LLC | ASCENT WEALTH STRATEGIES GROUP LLC | ASCENT ASSET GROUP | ASCEND WEALTH PLANNING LLC | ASCEND WEALTH PLANNING | ASCEND WEALTH MANAGEMENT LLC | ASCEND WEALTH CONSULTING | ARTISAN CAPITAL MANAGEMENT LLC | ARROWSTAR FINANCIAL INC. | ARROWSTAR FINANCIAL INC | ARROWSTAR FINANCIAL | ARROWHEAD FINANCIAL SERVICES | ARROWHEAD FIN SERVICES | ARNER INVESTMENT MANAGEMENT LLC | ARMSTRONG WEALTH MANAGEMENT | AR WEALTH MANAGEMENT | APEX FINANCIAL GROUP LLC | APEX FINANCIAL GROUP | ANTONETTE MARKETING INC DBA WH BLACK & COMPANY | ANTONETTE MARKETING INC DBA PENSIONSPECIALIST.NET | ANTHONY BARRESE ASSET MANAGEMENT | ANNA VOLLENWEIDER DBA SIMPLICITY FINANCIAL PLANNING LLC | ANGLE-LAU WEALTH MANAGEMENT | ANDERSON FINANCIAL SOLUTIONS & INSURANCE SERVICES | ANCHOR WEALTH MANAGEMENT LLC | ANCHOR WEALTH MANAGEMENT | ANCHOR POINT WEALTH ADVISORS LLC | ANCHOR CERTIFIED PLANNERS GROUP INC | ANCHOR CERTIFIED PLANNERS GROUP | AMY L SMITH DBA AMY L SMITH FINANCIAL SERVICES | AMERIFLEX GROUP | AMBERWAY | ALPINE WILDFIRE | ALPHATRUST ADVISORS | ALPHA RETIREMENT SOLUTIONS | ALPHA FINANCIAL SERVICES | ALLISON INVESTMENT PLANNING LLC | ALLIED FINANCIAL ADVISORS LLC | ALLEGRO WEALTH ADVISORS LLC OR AKA ALLEGRO WEALTH | ALLEGRA FINANCIAL | ALL OF LIFE FINANCIAL LLC | ALIGNED WEALTH MANAGEMENT | ALIGNED WEALTH GROUP | ALEXANDER FINANCIAL STRATEGIES | ALEXANDER FINANCIAL | ALEXANDER CAPITAL MANAGEMENT | ALDRICH PRIVATE WEALTH | ALCHEMY FINANCIAL GROUP | AHRENS AND ASSOCIATES | AGL FINANCIAL LLC | AGI FINANCIAL SERVICES INC | AGAPE FINANCIAL SERVICES | AFFIRM FINANCIAL PARTNERS LLC | AEGIS INSURANCE AGENCY | AEGEUS FINANCIAL SOLUTIONS INC | ADVOCACY ADVISORS | ADVISORYSOUTH LLC | ADVISORY SOUTH ATLANTA NW | ADVISORY SOUTH | ADVISORS ON CALL LLC | ADVANCED PLANNING GROUP OF NY | ADUDDELL CONSULTING LLC DBA CHARTERED FINANCIAL SERVICES | ADAPTIVE ECONOMIC STRATEGIES LLC | ADAPTATION FINANCIAL | ADAMS FINANCIAL GROUP | ADAMS & ASSOCIATES INC | ADAM UDY GROUP | ACUTE WEALTHCARE LLC | ACCESSION FINANCIAL GROUP | AC FINANCIAL ADVISORY GROUP | ABU | ADAM UDY GROUP | ABU GROUP | ABRAM WEALTH ADVISORS | ABLA CAPITAL | A NEW PATH FINANCIAL | 813 FINANCIAL LLC | 4RIVERS WEALTH MANAGEMENT LLC | 4M FINANCIAL | 3D FINANCIAL SERVICES | 27T FINANCIAL...

CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - SEC (2/3/2005 Approved)

Contact Information

Main Address

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757

Phone Number

(641) 472-5100

# of Employees

3,527

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CIRA ADV 2A (8/20/2026)

Regulatory Assets Under Management

Total Number of Accounts

608,275

AUM (Assets Under Management)

$138,694,510,180

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
12/16/2025Cover PageReport
11/26/2025Cover PageReport
12/09/2024Cover PageReport
04/29/2024Cover PageReport

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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) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 05/2005, AS ADVISORY REP OF AN RIA, INV REL, 80 HR/MO, 40 HR/MO TRADING. 2) KENWOOD FINANCIAL GROUP, 9545 KENWOOD RD, STE 103, CINCINNATI, OH, 05/01/2005, Owner, Owner/Partner of a Business Entity, INV REL, 24 HR/MO, 4 HR/MO TRADING.

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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.

1938 WEALTH ADVISORS | BEYOND WEALTH LLC | BEYOND FINANCIAL PLANNING | BETTENDORF FINANCIAL GROUP | BETA INDUSTRIES INC | BESSELMAN AND ASSOCIATES DBA BESSELMAN WEALTH PLANNERS | BERGERON FINANCIAL | BENZOR CAPITAL WEALTH | BENOIT FINANCIAL PLANNERS | BENOIT FINANCIAL GROUP LLC DBA BENOIT FINANCIAL PLANNERS | BENKENDORFER INVESTMENT GROUP | BENCHMARK WEALTH ADVISORY LLC | BENCHMARK WEALTH ADVISORY | BELL FINANCIAL INC | BEDFORD WEALTH ADVISORS | BECKWITH FINANCIAL SERVICES | BECKER FINANCIAL SERVICES INC | BEALE FINANCIAL GROUP | BEACON COVE FINANCIAL | BEACON CAPITAL MANAGEMENT ADVISORS | BCF GROUP LLC | BCB INVESTMENT SERVICES | BAWAR ASSET MANAGEMENT LLC | BAUER FINANCIAL SERVICES LLC DBA HAYES FINANCIAL ADVISORS | BATESON WEALTH MANAGEMENT | BASS FINANCIAL STRATEGIES INC | BASK FINANCIAL ADVISORS | BARTON FINANCIAL SERVICES INC | BARTLETT WEALTH MANAGEMENT | BARKER LEGACY FINANCIAL LLC | BARKER INVESTMENT SERVICES | BARCOMB WEALTH MANAGEMENT | BARBARA MULL INVESTMENT SOLUTIONS | BAR -G FINANCIAL SERVICES | BANKHEAD WEALTH PARTNERS | BANK IOWA INVESTMENT CENTER | BAKER WEALTH MANAGEMENT INC | BAKER WEALTH MANAGEMENT | BAKER FINANCIAL GROUP | BAHR CASEY FINANCIAL SERVICES | BABCOCK INSURANCE & FINANCIAL SERVICES | B RENNER LLC | AXIOM WEALTH PARTNERS, LLC | AXIOM WEALTH PARTNERS LLC | AXIOM WEALTH PARTNERS | AXIOM WEALTH ALLIANCE LLC | AXIOM WEALTH ALLIANCE | AXIOM NH LLC | AVANA WEALTH MANAGEMENT | ATTITUDE FINANCIAL ADVISORS | ATTAIN WEALTH PLANNING | ATTAIN WEALTH | ATLAS WEALTH MANAGEMENT LLC | ATLAS WEALTH ADVISERS | ATLAS ADVISORY GROUP | ATLANTIC CAPITAL PARTNERS LLC | ATLANTIC CAPITAL PARTNERS | ATHOS CAPITAL ADVISORS | ATHLON WEALTH ADVISORS | ATHLON ADVISORS LLC | ATHLON ADVISORS | ATHENA LEGACY SOLUTIONS LLC | ASSURED PARTNERS | ASSOCIATED PLANNING SERVICES INC | ASSOCIATED FINANCIAL PLANNERS LLC | ASPIRE INVESTMENT MANAGEMENT | ASPEN CREEK INVESTMENTS LLC | ASCENT WEALTH STRATEGIES GROUP LLC | ASCENT ASSET GROUP | ASCEND WEALTH PLANNING LLC | ASCEND WEALTH PLANNING | ASCEND WEALTH MANAGEMENT LLC | ASCEND WEALTH CONSULTING | ARTISAN CAPITAL MANAGEMENT LLC | ARROWSTAR FINANCIAL INC. | ARROWSTAR FINANCIAL INC | ARROWSTAR FINANCIAL | ARROWHEAD FINANCIAL SERVICES | ARROWHEAD FIN SERVICES | ARNER INVESTMENT MANAGEMENT LLC | ARMSTRONG WEALTH MANAGEMENT | AR WEALTH MANAGEMENT | APEX FINANCIAL GROUP LLC | APEX FINANCIAL GROUP | ANTONETTE MARKETING INC DBA WH BLACK & COMPANY | ANTONETTE MARKETING INC DBA PENSIONSPECIALIST.NET | ANTHONY BARRESE ASSET MANAGEMENT | ANNA VOLLENWEIDER DBA SIMPLICITY FINANCIAL PLANNING LLC | ANGLE-LAU WEALTH MANAGEMENT | ANDERSON FINANCIAL SOLUTIONS & INSURANCE SERVICES | ANCHOR WEALTH MANAGEMENT LLC | ANCHOR WEALTH MANAGEMENT | ANCHOR POINT WEALTH ADVISORS LLC | ANCHOR CERTIFIED PLANNERS GROUP INC | ANCHOR CERTIFIED PLANNERS GROUP | AMY L SMITH DBA AMY L SMITH FINANCIAL SERVICES | AMERIFLEX GROUP | AMBERWAY | ALPINE WILDFIRE | ALPHATRUST ADVISORS | ALPHA RETIREMENT SOLUTIONS | ALPHA FINANCIAL SERVICES | ALLISON INVESTMENT PLANNING LLC | ALLIED FINANCIAL ADVISORS LLC | ALLEGRO WEALTH ADVISORS LLC OR AKA ALLEGRO WEALTH | ALLEGRA FINANCIAL | ALL OF LIFE FINANCIAL LLC | ALIGNED WEALTH MANAGEMENT | ALIGNED WEALTH GROUP | ALEXANDER FINANCIAL STRATEGIES | ALEXANDER FINANCIAL | ALEXANDER CAPITAL MANAGEMENT | ALDRICH PRIVATE WEALTH | ALCHEMY FINANCIAL GROUP | AHRENS AND ASSOCIATES | AGL FINANCIAL LLC | AGI FINANCIAL SERVICES INC | AGAPE FINANCIAL SERVICES | AFFIRM FINANCIAL PARTNERS LLC | AEGIS INSURANCE AGENCY | AEGEUS FINANCIAL SOLUTIONS INC | ADVOCACY ADVISORS | ADVISORYSOUTH LLC | ADVISORY SOUTH ATLANTA NW | ADVISORY SOUTH | ADVISORS ON CALL LLC | ADVANCED PLANNING GROUP OF NY | ADUDDELL CONSULTING LLC DBA CHARTERED FINANCIAL SERVICES | ADAPTIVE ECONOMIC STRATEGIES LLC | ADAPTATION FINANCIAL | ADAMS FINANCIAL GROUP | ADAMS & ASSOCIATES INC | ADAM UDY GROUP | ACUTE WEALTHCARE LLC | ACCESSION FINANCIAL GROUP | AC FINANCIAL ADVISORY GROUP | ABU | ADAM UDY GROUP | ABU GROUP | ABRAM WEALTH ADVISORS | ABLA CAPITAL | A NEW PATH FINANCIAL | 813 FINANCIAL LLC | 4RIVERS WEALTH MANAGEMENT LLC | 4M FINANCIAL | 3D FINANCIAL SERVICES | 27T FINANCIAL...

CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(1/2/2026)
RR
Alaska
(1/2/2026)
RR
California
(4/20/2005)
RR
Colorado
(6/1/2005)
RR
Florida
(4/20/2005)
RR
Georgia
(2/24/2006)
RR
Illinois
(2/3/2026)
RR
Indiana
(4/20/2005)
RR
Kentucky
(4/20/2005)
RR
Minnesota
(1/2/2026)
RR
Nevada
(1/2/2026)
RR
New York
(7/29/2005)
RR
North Carolina
(3/11/2024)
RR
Ohio
(4/20/2005)
IAR
Ohio
(4/21/2005)
RR
Tennessee
(1/2/2026)
RR
Virginia
(1/25/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 1992About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 1992About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jul 1991About the Series 6 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Darrell Eugene Masters's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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