LA
Letitia M. Anderson
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Fort Dodge, IA 50501
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CRD#: 3271729
LA
Professional summary
Letitia Marie Anderson, who also goes by Letitia Marie Christnagel, Letitia Marie Green, Letitia Green, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Fort Dodge, Iowa and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Fort Dodge, Iowa.
Letitia is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Letitia has worked at 4 firms and has passed the Series 65, Series 66, SIE, Series 3 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Letitia Marie Christnagel | Letitia Marie Green | Letitia Green
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) FORT DODGE DAYBREAK ROTARY, PO Box 1431, Fort Dodge IA 50501, United States, 07/2025, BOARD MEMBER, NIR, 5/MO 0/TRADING. 2) 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. 3) LMA INVESTMENTS, 122 N 9TH ST, FORT DODGE, IA, 09/2019, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL, 2/MO 2/TRADING. 4) FORT DODGE FINE ARTS ASSOCIATION, 921 CENTRAL AVENUE FORT DODGE IA 50501, 04/2022, NIR, TREASURER, 2 HR/MO 0 HR/MO TRADING 5) LETICIA ANDERSON, 122 N 9TH ST FORT DODGE IA 50501, 12/2020, NOTARY, CLERICAL, NIR, 1 HR/MO 0 HR/MO TRADING 6) ALMOST HOME HUMANE SOCIETY OF NORTH CENTRAL IOWA, 725 South 32nd St, Fort Dodge IA 50501, 03/2025, Board Member, Pet/Animal Services, NIR, 5 HR/MO, 0 HR/MO TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Letitia Marie Anderson'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: 122 N 9th Street, Fort Dodge, IA 50501RIA
CRD#: 134139
Fort Dodge, IA
Current
October 20, 2018 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: Lma Investments 122 North 9th Street, Fort Dodge, IA 50501BD
CRD#: 39543
Fort Dodge, IA
Past
August 17, 2018 - October 20, 2018
INVESTMENT ADVISORS CORP
RIA
CRD#: 117531
FORT DODGE, IA
Past
September 13, 1999 - October 20, 2018
BROKER DEALER FINANCIAL SERVICES CORP.
BD
CRD#: 8073
FORT DODGE, 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
Alaska(12/13/2022)
RR
Arizona(10/20/2018)
RR
Arkansas(10/20/2018)
RR
California(10/20/2018)
RR
Colorado(10/20/2018)
RR
Florida(10/22/2018)
RR
Hawaii(6/17/2024)
RR
Illinois(10/20/2018)
RR
Iowa(10/20/2018)
IAR
Iowa(10/20/2018)
RR
Kansas(10/20/2018)
RR
Massachusetts(10/20/2018)
RR
Michigan(8/18/2021)
RR
Minnesota(10/20/2018)
RR
Missouri(1/2/2020)
RR
Nebraska(10/20/2018)
RR
Nevada(10/20/2018)
RR
North Dakota(6/21/2022)
RR
Oregon(1/3/2023)
RR
Rhode Island(4/6/2022)
RR
Texas(10/20/2018)
IAR
Texas(10/24/2018)
RR
Utah(1/15/2021)
RR
Washington(1/15/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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
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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#: 134139Fort Dodge, IA 50501TRUST BUT VERIFY
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