WW
William T. Weithman
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
COLUMBUS, OH 43220
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CRD#: 2375495
WW
Professional summary
William Todd Weithman, CFP®, who also goes by Todd Weithman, W. Todd Weithman, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Columbus, Ohio and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Columbus, Ohio.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. William has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Todd Weithman | W. Todd Weithman
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) LAUTERBACH AND EILBER - INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES 2) 1721 BETHEL ROAD LLC 1721 BETHEL ROAD COLUMBUS, OH 43220. BEGAN 05/31/05 AS PARTNER OF THE LLC THAT OWNS THE OFFICE BUILDING. NOT INVESTMENT RELATED. DEVOTES 1 HR/MNTH. NONE DURING TRADING. 3) JLS HOLDINGS LLC 264 CAREN AVE. WORTHINGTON, OH 43085. BEGAN 03/18/2004 AS A PARTNER IN LLC THAT HOLDS 2, 2 FAMILY RESIDENTIAL RENTAL PROPERTIES. NOT INVESTMENT RELATED. DEVOTES 2 HRS/MNTH. NONE DURING TRADING. 4) WSN 2 HOA LEWIS CENTER, OH 43035. PRESIDENT SINCE 04/01/07. IT IS NOT INVESTMENT RELATED. WORKS 1 HOUR PER MONTH NONE OF WHICH ARE DURING TRADING HOURS. PRESIDENT OF HOME OWNERS ASSOCIATION. OVER SEE OPERATION OF NEIGHBORHOOD. 5) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 08/14/2009 6) LAUTERBACH & EILBER, INC., 1721 Bethel Rd, Columbus OH 43220, United States, 08/12/2009, IAR, DBA Name, INV REL, 160 HR/MO - 130 HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view William Todd Weithman'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®
Experience
Current
August 14, 2009 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 1721 Bethel Rd, Columbus, OH 43220RIA
CRD#: 134139
COLUMBUS, OH
Current
August 14, 2009 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 1721 Bethel Rd, Columbus, OH 43220BD
CRD#: 39543
Columbus, OH
Past
February 2, 2007 - December 31, 2009
WEITHMAN, WILLIAM TODD
RIA
CRD#: 120981
COLUMBUS, OH
Past
January 3, 1994 - August 17, 2009
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
COLUMBUS, OH
Past
July 16, 1993 - December 31, 1993
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
OAKDALE, MN
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(1/2/2025)
RR
California(1/2/2025)
RR
Colorado(1/2/2025)
RR
Delaware(8/14/2009)
RR
Florida(8/14/2009)
RR
Georgia(8/14/2009)
RR
Illinois(1/2/2025)
RR
Indiana(8/14/2009)
RR
Iowa(4/19/2013)
RR
Kentucky(1/2/2025)
RR
Massachusetts(1/2/2025)
RR
Minnesota(1/2/2025)
RR
Montana(1/2/2025)
RR
New York(8/14/2009)
RR
North Carolina(8/14/2009)
RR
Ohio(8/14/2009)
IAR
Ohio(8/17/2009)
RR
Oregon(1/2/2020)
RR
Pennsylvania(1/4/2016)
RR
South Carolina(1/2/2025)
RR
Tennessee(8/14/2009)
RR
Texas(8/14/2009)
IAR
Texas(8/14/2009)
RR
Utah(1/2/2025)
RR
Virginia(1/2/2025)
RR
Washington(1/2/2025)
RR
West Virginia(11/4/2024)
RR
Wisconsin(1/2/2025)
Exams
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRD#: 134139Columbus, OH 43220TRUST BUT VERIFY
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Contact information
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