PH
Peter Hill
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Des Moines, IA 50312
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CRD#: 2432123
PH
Professional summary
Peter Hill, ChFC®, who also goes by Pete Hill, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Des Moines, Iowa and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Des Moines, Iowa.
Peter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Peter has worked at 4 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Pete Hill
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) PETER HILL, 4140 GRAND AVE DES MOINES IA, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 07/2008, 10 HR/WK 10 HR/TRADING 2) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 05/2020, AS ADVISORY REP OF A RIA. INV REL, 20 HR/WK 20 HR/TRADING 3) BTL LLC, 4140 GRAND AVE DES MOINES IA, 01/2019, OWNER/MEMBER ENTITY FOR COMBINED OSJ NETWORK INV REL, 2 HR/YR 0/TRADING 4) JJP 2 LLC DBA VISION HOLDING COMPANY, 4140 GRAND AVE DES MOINES IA, OWNER, Owner/Partner of a Business Entity, 01/2019, INV REL, 200 HR/MO 160 HR/MO TRADING 5) TAG ACCOUNTING AND TAX SERVICES LLC DBA VISION NETWORK -ACCOUNTING AND TAX SERVICES, 4140 GRAND AVE DES MOINES, IA CPA/ENROLLED AGENT/TAX PREP/ACCOUNTING SERVICES, 12/2019, OWNER, 1 HR/YR 0 HR/TRADING 6) TAG ACCOUNTING AND TAX SERVICES LLC DBA VISION NETWORK-ACCOUNTING AND TAX SERVICES, 4140 GRAND AVE DES MOINES IA, 08/2021, NIR, 1 HR/MO 0/TRADING HR. Accounting and tax consulting Units of the holding company for accounting and tax services are owned by LLCs for each of the partners 7) LEAP HI INC, 3602 SW EDGEWOOD LN ANKENY IA, 10/2005, Owner/Partner of a Business Entity, NIR, 1 HR/MO 0 HR/MO TRADING 8) MDRT FOUNDATION, 325 West TOUHY AVE PARK RIDGE IL, 09/2022, NIR, COMMITTEE MEMBER, 4 HR/MO 4 HR/MO TRADING 9) MDRT MAIN PLATFORM/SPECIAL SESSIONS COMMITTEE, 325 W Touhy Ave, Park Ridge IL 60068, United States, 07/30/2024, Committee Member, DBA Name, NIR, 25 HR/MO - 1 HR/MO TRADING 10) FINANCIAL INTEGRATORS, 4140 Grand Ave., Des Moines IA 50312, 01/2025, Partner, DBA Name, INV REL, 180 HR/MO, 140 HR/MO TRADING. 11) MDRT TOT MEMBER SPEAKER PROGRAM COMMITTEE, 325 W Touhy Ave, Park Ridge IL 60068, United States, START DATE 10/2025, Committee Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 5 HR/MO - 2 HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Peter Hill'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
May 5, 2020 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 4140 Grand Ave., Des Moines, IA 50312RIA
CRD#: 134139
Des Moines, IA
Current
May 5, 2020 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 4140 Grand Ave, Des Moines, IA 50312BD
CRD#: 39543
Des Moines, IA
Past
January 1, 2004 - May 11, 2020
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
Des Moines, IA
Past
January 1, 2004 - May 11, 2020
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
Des Moines, IA
Past
January 21, 2003 - January 1, 2004
LOCUST STREET SECURITIES, INC.
RIA
CRD#: 1703
DES MOINES, IA
Past
January 17, 1994 - January 1, 2004
LOCUST STREET SECURITIES, INC.
BD
CRD#: 1703
DES MOINES, IA
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
Alaska(5/5/2020)
RR
Arizona(5/5/2020)
RR
Arkansas(5/5/2020)
RR
California(7/10/2020)
RR
Colorado(5/5/2020)
RR
Connecticut(5/5/2020)
RR
Florida(5/5/2020)
RR
Georgia(2/3/2023)
RR
Illinois(5/5/2020)
RR
Indiana(2/7/2022)
RR
Iowa(5/5/2020)
IAR
Iowa(5/5/2020)
RR
Kansas(5/5/2020)
RR
Massachusetts(5/5/2020)
RR
Minnesota(5/5/2020)
RR
Missouri(5/5/2020)
RR
Nebraska(5/5/2020)
RR
Nevada(5/5/2020)
RR
New Jersey(5/5/2020)
RR
New Mexico(5/5/2020)
RR
North Carolina(5/5/2020)
RR
Ohio(5/5/2020)
RR
Oklahoma(6/22/2022)
RR
Oregon(5/5/2020)
RR
Pennsylvania(5/5/2020)
RR
South Carolina(5/5/2020)
RR
South Dakota(3/31/2025)
RR
Tennessee(10/18/2021)
IAR
Texas(5/5/2020)
RR
Texas(5/6/2020)
RR
Virginia(5/5/2020)
RR
Washington(5/5/2020)
RR
Wisconsin(5/5/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
Registered Investment Advisory firm - (2/3/2005 Approved)Upgrade to AdvisorCheck Premium
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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.
Company Information
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRD#: 134139Des Moines, IA 50312TRUST BUT VERIFY
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