Danette G. Lowe
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Gardnerville, NV
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CRD#: 3257893
Professional summary
Danette Gay Lowe, CFP®, who also goes by Danette Gay Wiseman, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Gardnerville, Nevada and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Minden, Nevada.
Danette is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Danette has worked at 6 firms and has passed the Series 66, SIE, Series 3, Series 31, Series 7, Series 10 and Series 9 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Danette Gay Wiseman
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. TRUNORTH WEALTH MANAGEMENT, LLC, 1662 US Highway 395 N Suite 203, Minden NV 89423, United States, 02/10/2012, Founder, Insurance/Benefits/Human Resources, NIR, 5 HR/MO - 0 HR/MO TRADING 2. SHINE FIRST TODAY PODCAST, 1662 US Highway 395 N Suite 202, Minden NV 89423, United States, 10/25/2023, NIR, 10 HR/MO - 0 HR/MO TRADING, 3. SHINE FIRST, LLC, 1662 US Highway 395 N, Suite 202, Minden NV 89423, United States, 10/25/2023, Owner, Retail Sales/Distribution, NIR, 20 HR/MO - 0 HR/MO TRADING 4. THE READY TO RETIRE! PODCAST, 1662 US Highway 395 N Suite 203, Minden NV 89423, United States, 08/01/2023, Owner, Podcast, NIR, 15 HR/MO - 0 HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Danette Gay Lowe'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: 2007
Experience
Current
May 30, 2025 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #3: 1662 Us Highway 395 N. Suite 203, Minden, NV 89423RIA
CRD#: 134139
Gardnerville, NV
Current
May 30, 2025 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 1662 Us Highway 395 N. Suite 203, Minden, NV 89423BD
CRD#: 39543
Minden, NV
Past
February 10, 2012 - June 5, 2025
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
Minden, NV
Past
February 10, 2012 - June 5, 2025
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
Minden, NV
Past
June 1, 2009 - February 16, 2012
MORGAN STANLEY
RIA
CRD#: 149777
RENO, NV
Past
June 1, 2009 - February 16, 2012
MORGAN STANLEY
BD
CRD#: 149777
RENO, NV
Past
December 5, 2005 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
GARDNERVILLE, NV
Past
December 5, 2005 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
GARDNERVILLE, NV
Past
September 5, 2002 - December 5, 2005
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
RENO, NV
Past
August 12, 1999 - December 5, 2005
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
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
California(5/30/2025)
RR
Hawaii(5/30/2025)
RR
Nevada(5/30/2025)
IAR
Nevada(5/30/2025)
RR
Oregon(5/30/2025)
IAR
Oregon(6/2/2025)
RR
Texas(8/5/2025)
IAR
Texas(8/5/2025)
RR
West Virginia(5/30/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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.
