TH
Todd M. Honold
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Grinnell, IA 50112
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CRD#: 3060414
TH
Professional summary
Todd Marvin Honold is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Grinnell, Iowa and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Grinnell, Iowa.
Todd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Todd has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 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.IOWA BANKERS INSURANCE AND SERVICES, 8800 NW 62ND AVE, JOHNSTON, IA, 7/1998 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 20/WK - 18/TRADING. 2.GRINNELL ROTARY CLUB, GRINNELL, IA, 7/2010 AS TREASURER. NIR - 1/WK - 0/TRADING. 3.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20/WK - 20/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 4.GRINNELL STATE BANK, 814 FOURTH AVE, GRINNELL, IA, 09/1994. VICE PRESIDENT, BANK. NIR-25/WK-4/TRADING. 5.GRINNELL INVESTOR CENTER DBA GRINNELL WEALTH MANAGEMENT, 814 FOURTH AVE, PO BOX 744, GRINNELL,IA, BANK VICE PRESIDENT, 09/01/20, INV REL, 16/WK- 2/TRADING 6. ST. FRANCIS MANOR, 2021 4th Ave, Grinnell IA 50112, United States, 06/01/2023, Board Member, Healthcare, NIR, 2 HR/MO - 1 HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Todd Marvin Honold'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
October 20, 2018 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 814 4th Ave, Grinnell, IA 50112Office #2: 205 Broadway Street, Polk City, IA 50226Office #3: 5601 Merle Hay Road, Johnston, IA 50131Office #4: 1101 Court Avenue, Marengo, IA 52301RIA
CRD#: 134139
Grinnell, IA
Current
October 20, 2018 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: Grinnell Investor Center 814 4th Ave, Grinnell, IA 50112BD
CRD#: 39543
Grinnell, IA
Past
January 10, 2008 - October 20, 2018
INVESTMENT ADVISORS CORP
RIA
CRD#: 117531
GRINNELL, IA
Past
January 10, 2008 - October 20, 2018
BROKER DEALER FINANCIAL SERVICES CORP.
BD
CRD#: 8073
GRINNELL, IA
Past
December 11, 2006 - January 11, 2008
FIFTH THIRD SECURITIES, INC.
RIA
CRD#: 628
STEVENSVILLE, MI
Past
December 8, 2006 - January 11, 2008
FIFTH THIRD SECURITIES, INC.
BD
CRD#: 628
STEVENSVILLE, MI
Past
September 1, 2006 - October 30, 2006
CETERA INVESTMENT SERVICES LLC
RIA
CRD#: 15340
BUCHANAN, MI
Past
September 1, 2006 - October 30, 2006
CETERA INVESTMENT SERVICES LLC
BD
CRD#: 15340
BUCHANAN, MI
Past
December 3, 1999 - September 5, 2006
INVESTMENT ADVISORS CORP
RIA
CRD#: 117531
WEST DES MOINES, IA
Past
November 11, 1998 - September 5, 2006
BROKER DEALER FINANCIAL SERVICES CORP.
BD
CRD#: 8073
GRINNELL, 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.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(1/18/2019)
RR
Florida(12/8/2020)
RR
Iowa(10/20/2018)
IAR
Iowa(10/20/2018)
RR
Kentucky(6/15/2021)
RR
Louisiana(8/18/2023)
RR
Michigan(9/1/2021)
RR
Missouri(1/13/2025)
RR
North Carolina(5/14/2024)
RR
Pennsylvania(1/2/2024)
RR
Texas(1/2/2024)
IAR
Texas(1/3/2024)
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
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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
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.
