Danielle M. Howard
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Glenwood Springs, CO 81601
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CRD#: 2890740
Professional summary
Danielle Marie Howard, CFP®, who also goes by Danielle Marie Tolle, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Glenwood Springs, Colorado.
Danielle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Danielle has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Danielle Marie Tolle
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 )PUBLIC SPEAKER AND FACILITATOR, 23300 TWO RIVERS RD SUITE 35, BASALT, CO, INVREL, 7/2017, 10HRS/WK, 6HRS/TRADING. 2) INDEPENDENT INSURANCE AGENT, 23300 TWO RIVERS RD, STE 34, BASALT, CO, 1/1993 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 5 HR/WK - 30/TRADING. 3) TOLLE PROPERTIES,2280 MIDLAND,GLENWOOD, CO 81621, PROPERTY MNGR, COLLECT RENT FOR TWO PROPERTIES(OWNED BY FATHER), BOOKKEEPING, LEASE NEGOTIATION, GENERAL PROPERTY MGMT, 15HR/YR, 0/TRADE. 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 35 HR/WK - 35/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 5) AUTHOR, 23300 TWO RIVERS RD, STE 34, BASALT, CO, 9/2016. INV REL - 5 HR/WK - 0/TRADING. 6) WEALTH BY DESIGN LLC, 23300 TWO RIVERS RD STE 34 BASALT, CO 81621. BEGAN 6/01/13 AS MANAGER/MEMBER OF LLC TO PROVIDE TAX & LEGAL LIABILITY. INVESTMENT RELATED. DEVOTES 40/WK. 6 DURING TRADING. 7) BAIULUS, 2280 MIDLAND AVE GLENWOOD SPRINGS, CO. REAL ESTATE MEMBER. 12/02/2015. NOT INVESTMENT RELATED. 1/MONTHLY, NONE/TRADE. 8) STREAMSIDE CONDO OWNERS ASSOCIATION, 23300 TWO RIVERS RD SUITE 24, BASALT, CO 81621 ; BEGAN 06/15/2014 ; AS SECRETARY ; NOT INVESTMENT RELATED ; DEVOTES 2 HRS/MO ; NONE DURING TRADING HOURS ; NON-PROFIT. 9) HABITAT FOR HUMANITY - RFV, 53 Calaway Ct Glenwood Springs CO 81601, 10/2021, President, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 25 HR/MONTH 10 HR/MONTH TRADING 10) SAVVY LADIES LLC, 39 Broadway, Suite 1730, New York, NY, 10/2023, WOMEN'S FINANCIAL COACHING, NIR, 5 HR/MO - 5 HR TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Danielle Marie Howard'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: 2012
Experience
Current
March 4, 2014 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 76 Eagle Claw Circle, Glenwood Springs, CO 81601Office #2: 1002 Cooper Street, Glenwood Springs, CO 81601RIA
CRD#: 134139
Glenwood Springs, CO
Past
January 13, 2011 - June 17, 2014
LIGHTHOUSE FINANCIAL LLC
RIA
CRD#: 109251
BASALT, CO
Past
January 28, 2009 - May 31, 2025
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
Glenwood Springs, CO
Past
March 30, 2007 - December 31, 2009
LIGHTHOUSE FINANCIAL LLC
RIA
CRD#: 109251
BASALT, CO
Past
January 26, 2007 - January 28, 2009
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
BASALT, CO
Past
January 22, 2007 - January 28, 2009
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
BASALT, CO
Past
June 8, 2005 - December 31, 2006
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
BASALT, CO
Past
May 19, 2000 - December 31, 2006
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
BASALT, CO
Past
June 30, 1997 - June 5, 2000
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
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.Highlighted states indicate IAR registrations
IAR
Colorado(3/4/2014)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
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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Company Information
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRD#: 134139Glenwood Springs, CO 81601TRUST BUT VERIFY
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