BD
Brian R. Dreier
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Quincy, IL 62301
Some features on this profile are disabled
CRD#: 2462344
BD
Professional summary
Brian Raymond Russell Dreier, who also goes by Brian R Dreyer, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Quincy, Illinois and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Quincy, Illinois.
Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Brian has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brian R Dreyer
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) ST FRANCIS SOLANIS CHURCH, 1721 COLLEGE AVE QUINCY IL, 10/2014, AS FINANCE COUNCIL CHAIR. NIR 20 HR/MO 0 HR/MO TRADING 2) BENEFIT ADMINISTRATIVE SYSTEMS, 500 N BROADWAY STE 1425 ST LOUIS MO, 01/2007, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 40 HR/MO 40 HR/MO TRADING 3) PROFESSIONAL INSURANCE PLANNER AND CONSULTANTS, 1521 TECHNOLOGY PKWY STE A CEDAR FALLS IA, 01/2007, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 20 HR/MO 20 HR/MO TRADING 4) 3 MARK FINANCIAL, 1600 HWY 6 STE 400 SUGAR LAND TX, 01/2007, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL, 40 HR/MO 40 HR/MO TRADING 5) HEARTLAND FINANCIAL ADVISORS, 1022 MAINE ST QUINCY IL, 02/2006, INV REL, FINANCIAL PROFESSIONAL, DBA,120 HR/MO 80 HR/MO TRADING 6) WINTERS LLP, 201 S 5TH ST, QUINCY, IL, 01/2018 AS EMPLOYEE BENEFITS DIRECTOR/AGENT SELLING FIXED INSURANCE PRODUCTS THROUGH VARIOUS INDEPENDENT INSURANCE COMPANIES. NIR, 120 HR/MO 120 HR/MO TRADING 7) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 642016 AS ADVISORY REP OF A RIA. INV REL, 40 HR/MO 40 HR/MO TRADING, 04/2016 8) FARM OWNER, BRIAN AND DANA DREIER,730 LONG DR, QUINCY, IL, 8/01/2002 - CROPS, PASTURE, RENTING GROUND TO OTHER FARMERS. NIR, 5/YR 0/TRADING 9) TRANGEMM, 201 S 5TH ST QUINCY IL, 01/2018, PARTNER,REAL ESTATE, NIR, 1 HR/MO 1 HR/MO TRADING 10) CREATIVE ONE, 6330 SPRINT PARKWAY SUITE 400 OVERLAND PARK KS, 06/2023, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 1 HR/MO 1 HR/MO TRADING 11) QUINCY CATHOLIC SCHOOLS, QUINCY IL, 11/2023, FINANCE COMMITTEE MEMBER, RELIGIOUS ORGANIZATION, NIR, 5 HR/MO 5 HR/MO TRADING 12) QUINCY CATHOLIC SCHOOLS, 1721 COLLEGE AVE QUINCY IL, 02/2024, BOARD MEMBER, RELIGIOUS ORGANIZATION, NIR, 10 HR/MO 5 HR/MO TRADING 13) BDQUINCY, 201 South 5th St, Quincy IL 62301, 01/2018, Owner, Insurance/Benefits/Human Resources, NIR, 160 HR/MO, 160 HR/MO TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Brian Raymond Russell Dreier'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
April 15, 2016 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 1022 Maine St, Quincy, IL 62301Office #2: 201 S 5th St, Quincy, IL 62301RIA
CRD#: 134139
Quincy, IL
Current
April 15, 2016 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 201 S 5th St, Quincy, IL 62301Office #2: 1022 Maine Street, Quincy, IL 62301BD
CRD#: 39543
Quincy, IL
Past
September 4, 2009 - April 28, 2016
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
QUINCY, IL
Past
September 4, 2009 - April 28, 2016
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
QUINCY, IL
Past
February 21, 2006 - September 4, 2009
TRANSAMERICA FINANCIAL ADVISORS, INC.
RIA
CRD#: 3600
OVERLAND PARK, KS
Past
February 9, 2006 - September 4, 2009
TRANSAMERICA FINANCIAL ADVISORS, INC.
BD
CRD#: 3600
OVERLAND PARK, KS
Past
May 26, 2004 - February 8, 2006
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
OVERLAND PARK, KS
Past
May 21, 2004 - February 8, 2006
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Past
February 18, 2004 - May 17, 2004
TRANSAMERICA FINANCIAL ADVISORS, INC.
RIA
CRD#: 3600
KANSAS CITY, MO
Past
June 7, 2002 - May 17, 2004
TRANSAMERICA FINANCIAL ADVISORS, INC.
BD
CRD#: 3600
LOS ANGELES, CA
Past
March 16, 1998 - June 6, 2002
SUNAMERICA SECURITIES, INC.
BD
CRD#: 20068
PHOENIX, AZ
Past
July 6, 1994 - March 17, 1998
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
July 6, 1994 - March 17, 1998
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, 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(4/15/2016)
RR
California(4/15/2016)
RR
Colorado(8/26/2020)
RR
Florida(4/15/2016)
RR
Georgia(10/11/2016)
RR
Illinois(4/15/2016)
IAR
Illinois(4/15/2016)
RR
Indiana(1/21/2022)
RR
Iowa(4/15/2016)
RR
Kansas(4/15/2016)
RR
Kentucky(1/21/2022)
RR
Massachusetts(1/21/2022)
RR
Missouri(4/15/2016)
RR
South Dakota(1/21/2022)
RR
Texas(1/21/2022)
IAR
Texas(1/23/2022)
RR
Virginia(1/21/2022)
RR
Washington(1/21/2022)
RR
West Virginia(1/21/2022)
Exams
State Security Law Exam
State Security Law 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
Registered Investment Advisory firm - (2/3/2005 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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.
