BB
Bradley C. Baldridge
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
New Berlin, WI 53151
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CRD#: 2491532
BB
Professional summary
Bradley Charles Baldridge, CFP® is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in New Berlin, Wisconsin and CAMBRIDGE INVESTMENT RESEARCH, INC. located in New Berlin, Wisconsin.
Bradley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Bradley has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 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) GREATER MILWAUKEE COLLEGE WORKSHOP, 2810 S CALHOUN RD, NEW BERLIN, WI, 01/2020, OWNER, COLLEGE FUNDING COUNSELING EVENT, NIR, 3 HR/MO, 0 HR/MO TRADING. 2) TAMING THE HIGH COST OF COLLEGE, 2810 S CALHOUN RD, NEW BERLIN, WI, 08/2013, OWNER, NIR, 15 HR/MO, 4 HR/MO TRADING. 3) BALDRIDGE COLLEGE SOLUTIONS LLC, 2810 S CALHOUN RD, NEW BERLIN, WI, 01/2010, OWNER, COLLEGE FUNDING CONSULTANT, NIR, 60 HR/MO, 40 HR/MO TRADING. 4) BALDRIDGE WEALTH MANAGEMENT LLC, 2810 S CALHOUN RD, NEW BERLIN, WI, 01/1996, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 8 HR/MO, 4 HR/MO TRADING. 5) TAMING THE HIGH COST OF COLLEGE AND BALDRIDGE COLLEGE SOLUTIONS, 2810 S CALHOUN RD, NEW BERLIN, WI, 01/2005, OWNER/PUBLIC SPEAKER, COLLEGE PLANNING, NIR, 5 HR/MO, 0 HR/MO TRADING. 6) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 05/2011, ADVISORY REP OF AN RIA, INV REL, 60 HR/MO, 48 HR/MO TRADING. 7) MY PRECIOUS PROPERTIES LLC, 2810 S CALHOUN RD, NEW BERLIN, WI, 08/2023, OWNER, REAL ESTATE, NIR, 5 HR/MO, 0 HR/MO TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Bradley Charles Baldridge'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®
CFP®
Start date: 1998
Experience
Current
May 2, 2011 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 2810 South Calhoun Rd., New Berlin, WI 53151RIA
CRD#: 134139
New Berlin, WI
Current
May 2, 2011 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 2810 South Calhoun Rd., New Berlin, WI 53151BD
CRD#: 39543
New Berlin, WI
Past
July 17, 2006 - May 5, 2011
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
GREENFIELD, WI
Past
June 29, 2000 - July 17, 2006
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
HALES CORNER, WI
Past
February 3, 2000 - May 5, 2011
SECURITIES AMERICA, INC.
BD
CRD#: 10205
GREENFIELD, WI
Past
October 8, 1997 - February 9, 2000
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
WINDSOR, CT
Past
June 28, 1994 - September 29, 1997
WMA SECURITIES, INC.
BD
CRD#: 32625
DULUTH, GA
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
California(5/2/2011)
RR
Colorado(7/6/2015)
RR
Florida(9/19/2012)
RR
Georgia(1/12/2018)
RR
Illinois(8/25/2011)
RR
Indiana(7/6/2015)
RR
Iowa(7/6/2015)
RR
Maine(8/9/2024)
RR
Maryland(1/20/2021)
RR
Minnesota(1/13/2020)
RR
Missouri(2/17/2022)
RR
Montana(5/20/2021)
RR
New York(7/6/2015)
RR
Ohio(7/7/2015)
RR
Oklahoma(7/6/2015)
RR
Oregon(9/15/2021)
RR
Pennsylvania(9/21/2023)
RR
Texas(8/7/2020)
IAR
Texas(8/7/2020)
RR
Utah(6/4/2014)
RR
Wisconsin(5/2/2011)
IAR
Wisconsin(5/2/2011)
Exams
State Security Law Exam
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
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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#: 134139New Berlin, WI 53151TRUST BUT VERIFY
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