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Angelina M. Dietz
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Nashua, IA
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CRD#: 3137242
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Professional summary
Angelina Maria Dietz, who also goes by Angelina M Dietz, Angelina M Dietz-robinson, Angelina Maria Dietz-robinson, Angelina M Sinnwell, Angelina Maria Sinnwell, Angie Sinnwell, Angelina Maria Soldwisch, Angie Soldwisch, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Nashua, Iowa and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Des Moines, Iowa.
Angelina is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Angelina has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Angelina M Dietz | Angelina M Dietz-Robinson | Angelina Maria Dietz-Robinson | Angelina M Sinnwell | Angelina Maria Sinnwell | Angie Sinnwell | Angelina Maria Soldwisch | Angie Soldwisch
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) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 11/2021, AS ADMINISTRATIVE REP OF AN RIA, INV REL, 160 HR/MO 120 HR/MO TRADING 2) IOWA WOMEN OF TODAY, 520 E 3rd St, Spencer IA 51301, 05/2025, Treasurer, Volunteer, NIR, 1 HR/MO, 0 HR/MO TRADING. 3) NASHUA WOMEN OF TODAY, 205 DAWN DR NASHUA IA, 01/2024, PRESIDENT, BOARD MEMBER, NIR, 1 HR/MO 0 HR/MO TRADING 4) GATEWAY TO NORTHEAST IOWA WELCOME CENTER, 10 AMHERST BLVD NASHUA IA, 05/2024, PRESIDENT, BOARD MEMBER, NIR, 1 HR/MO 0 HR/MO TRADING 5) VISION FINANCIAL GROUP, NASHUA IA, 07/2024, EMPLOYEE, DBA, INV REL, 160 HR/MO 160 HR/MO TRADING 6) FINANCIAL INTEGRATORS, 4140 Grand Ave, Des Moines IA 50312, 01/2025, W2 EMPLOYEE, DBA NAME, INV REL, 180 HO/MO - 140 HR/MO TRADING. 7) US Founders Charities, 205 Dawn Dr, Nashua IA 50658, United States, 08/2025, President, Volunteer, NIR, Number of hours: 1, Securities trading hours: 0
CRS (Client Relationship Summary) - RIA
Click below to view Angelina Maria Dietz'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
November 24, 2021 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #2: 4140 Grand Ave., Des Moines, IA 50312RIA
CRD#: 134139
Nashua, IA
Current
November 24, 2021 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 4140 Grand Ave., Des Moines, IA 50312BD
CRD#: 39543
Des Moines, IA
Past
July 21, 2020 - November 24, 2021
FBL WEALTH MANAGEMENT, LLC
RIA
CRD#: 291396
West Des Moines, IA
Past
July 21, 2020 - November 24, 2021
FBL MARKETING SERVICES, LLC
BD
CRD#: 5309
Cedar Falls, IA
Past
August 22, 2018 - July 22, 2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
RIA
CRD#: 20472
CEDAR FALLS, IA
Past
August 22, 2018 - July 22, 2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
BD
CRD#: 20472
CEDAR FALLS, IA
Past
December 16, 2014 - July 20, 2018
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
WAVERLY, IA
Past
December 16, 2014 - July 20, 2018
CETERA INVESTMENT SERVICES LLC
BD
CRD#: 15340
WAVERLY, IA
Past
January 2, 2014 - December 17, 2014
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
NASHUA, IA
Past
January 2, 2014 - December 17, 2014
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
NASHUA, IA
Past
June 7, 2004 - October 2, 2013
CUNA BROKERAGE SERVICES, INC.
RIA
CRD#: 13941
WAVERLY, IA
Past
September 15, 1999 - October 2, 2013
CUNA BROKERAGE SERVICES, INC.
BD
CRD#: 13941
WAVERLY, 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
Iowa(11/24/2021)
IAR
Iowa(11/24/2021)
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
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.
