CR
Christopher H. Reuschle
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
JACKSONVILLE, FL 32224
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CRD#: 2991511
CR
Professional summary
Christopher Hampton Reuschle, who also goes by Chris Reuschle, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Jacksonville, Florida and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Jacksonville, Florida.
Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Christopher has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chris Reuschle
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) BLACK CREEK RETIREMENT PLANS INC, 165 WELLS ROAD, STE 406, SINCE 12/01/2014 AS OWNER/PARTNER. NIR - DEVOTES 3 HR/WK - 3/TRADING. 2) PINNACLE FINANCIAL & INSURANCE SERVICES, 7791 BELFORT PARKWAY, JACKSONVILLE, FL, 6/2009 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 4 HR/WK - 4/TRADING. 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 15 HR/WK - 15/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 4) ALETA CAPITAL PARTNERS LLC, 4776 HODGES BLVD, STE 203, JACKSONVILLE, FL 32224 ; BEGAN 08/01/2013 ; AS PARTNER/CONSULTANT ; NOT INVESTMENT RELATED ; DEVOTES 5 HRS/WK ; NONE DURING TRADING HOURS. 5) OPEN COLLAR INVESTMENTS. JACKSONVILLE, FL. STARTED 1/2009 AS OWNER/PARTNER. I ALONG WITH MY TWO PARTNERS OWN AND OPERATE TWO RENTAL COMMERCIAL PROPERTIES THAT WE OWN EQUALLY. SPENDS 2 HR/WK, 2 HR/WK DURING TRADING. 6) 1010 XL.COM, WBOB. COM, FLORIDADAILY.COM, FLORIDA, FL, RADIO SHOW HOST, GUEST AND POD CAST GUEST, CONTRIBUTOR, 09/17/20, INV REL, 8/WK- 4/TRADING 7) REUSCHLE FRIEDMAN & WINFREE WEALTH ADVISORS/ RFW WEALTH ADVISORS, 4776 HODGES BLVD STE 203 JACKSONVILLE FL 32224, 03/2009, FOUNDER, DBA, NIR, 1 HR/MO 0 HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Hampton Reuschle'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
December 7, 2010 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 4776 Hodges Blvd Ste 203, Jacksonville, FL 32224RIA
CRD#: 134139
JACKSONVILLE, FL
Current
November 15, 2010 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 4776 Hodges Bouldevard Ste 203, Jacksonville, FL 32224BD
CRD#: 39543
Jacksonville, FL
Past
February 17, 2009 - November 5, 2010
BREWER INVESTMENT ADVISORS LLC
RIA
CRD#: 134631
CHICAGO, IL
Past
February 13, 2009 - November 5, 2010
BREWER FINANCIAL SERVICES, LLC
BD
CRD#: 132558
JACKSONVILLE, FL
Past
February 12, 1998 - February 13, 2009
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
JACKSONVILLE, FL
Past
February 2, 1998 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
February 2, 1998 - February 13, 2009
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
JACKSONVILLE, FL
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
Alabama(11/15/2010)
RR
California(11/4/2013)
RR
Florida(11/15/2010)
IAR
Florida(12/7/2010)
RR
Georgia(11/15/2010)
RR
Idaho(3/23/2017)
RR
Indiana(1/10/2020)
RR
Michigan(11/15/2010)
RR
Missouri(8/15/2016)
RR
North Carolina(11/4/2013)
RR
Ohio(11/15/2010)
RR
Pennsylvania(11/15/2010)
RR
South Carolina(11/15/2010)
RR
Tennessee(1/4/2012)
RR
Texas(3/8/2011)
IAR
Texas(1/4/2016)
RR
Vermont(5/31/2019)
RR
Virginia(11/15/2010)
RR
Wisconsin(11/10/2022)
Exams
State Security Law Exam
State Security Law 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#: 134139Jacksonville, FL 32224TRUST BUT VERIFY
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