RL
Rex Linkenbach
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Mansfield, OH 44906
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CRD#: 2521282
RL
Professional summary
Rex Linkenbach, AIF®, CFP®, who also goes by Rex William Linkenbach, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Mansfield, Ohio and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Mansfield, Ohio.
Rex is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Rex has worked at 7 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rex William Linkenbach
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) ASHLAND UNIVERSITY FASTBREAK CLUB, 401 College Avenue, Ashland OH 44805, 08/15/2024, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 1 HR/MO, 0 HR/MO TRADING. 2) ASHLAND UNIVERSITY GIVING CLUB, 410 College Ave., Ashland OH 44805, 08/15/2024, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 1 HR/MO, 0 HR/MO TRADING. 3) REVOCABLE TRUST OF REX W. LINKENBACH, 1592 Bridgewater Way S, Mansfield OH 44906-3577, 08/01/2024, Trustee of the Amended & Restated Revocable Trust of Rex W. Linkenbach. Residential/Commercial/Farm Land Real Estate Management, Real Estate, NIR, 1 HR/MO, 1 HR/MO TRADING. 4) ESB 401(K), 323 Lenox Ave., Mansfield OH 44906, 08/01/2024, Agent, Administrative, NIR, 1 HR/MO, 1 HR/MO TRADING. 5) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 8/2024, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING 6) ESB W&I, 111 Park Ave. East, POB 636, Mansfield OH 44901-0636, United States, 01/01/2025, Investment Advisor Representative, Insurance/Benefits/Human Resources, INV REL, 160 HR/MO - 160 HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Rex Linkenbach'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 22, 2024 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 323 Lenox Avenue, Mansfield, OH 44906Office #2: 111 Park Ave E, Mansfield, OH 44901RIA
CRD#: 134139
Mansfield, OH
Current
August 22, 2024 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 111 Park Ave E, Mansfield, OH 44901BD
CRD#: 39543
Mansfield, OH
Past
December 3, 2018 - August 22, 2024
INVICTA CAPITAL LLC
BD
CRD#: 288101
Mansfield, OH
Past
November 15, 2018 - August 22, 2024
INVICTA ADVISORS LLC
RIA
CRD#: 298868
Mansfield, OH
Past
July 26, 2017 - November 29, 2018
TRUSTMONT ADVISORY GROUP, INC.
RIA
CRD#: 106015
Mansfield, OH
Past
July 26, 2017 - November 29, 2018
TRUSTMONT FINANCIAL GROUP, INC.
BD
CRD#: 18312
MANSFIELD, OH
Past
December 18, 2007 - August 1, 2017
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
Mansfield, OH
Past
November 23, 1994 - August 1, 2017
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
Mansfield, OH
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
Florida(8/22/2024)
RR
Ohio(8/22/2024)
IAR
Ohio(8/22/2024)
RR
Pennsylvania(8/22/2024)
RR
Texas(8/22/2024)
IAR
Texas(8/22/2024)
RR
West Virginia(8/22/2024)
Exams
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
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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#: 134139Mansfield, OH 44906TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
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