Brian A. Robertson

CAMBRIDGE INVESTMENT RESEARCH

Corvallis, OR 97330

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CRD#: 4215710

Professional summary

Brian Alan Robertson is a registered financial professional currently at CAMBRIDGE INVESTMENT RESEARCH, INC. located in Corvallis, Oregon.

Brian is registered as a RR (Registered Representative) and started their career in finance in 2000. Brian has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

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.

**SECURITIES AMERICA ADVISORS POSITION: Advisor NATURE: SA Advisors INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 80 START DATE: 11/06/2020 ADDRESS: 520 NW Oak Ave Ste A, Corvallis OR 97330 DESCRIPTION: Advisory Arm of Securities America **DBA - Willamette Investment Advisors

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Brian Alan Robertson's CRS (Customer Relationship Summary).

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®

None

Experience

Current

October 1, 2025 - Present

CAMBRIDGE INVESTMENT RESEARCH, INC.

Office #1: 520 Nw Oak Ave, Suite A , Corvallis, OR 97330

CRD#: 39543

Corvallis, OR

Past

October 2, 2025 - October 22, 2025

THE AMERIFLEX GROUP

RIA

CRD#: 305585

Corvallis, OR

Past

June 14, 2024 - October 3, 2025

OSAIC WEALTH, INC.

RIA

CRD#: 23131

CORVALLIS, OR

Past

June 14, 2024 - October 3, 2025

OSAIC WEALTH, INC.

CRD#: 23131

CORVALLIS, OR

Past

November 6, 2020 - June 14, 2024

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

CORVALLIS, OR

Past

November 6, 2020 - June 14, 2024

SECURITIES AMERICA, INC.

CRD#: 10205

CORVALLIS, OR

Past

March 7, 2005 - November 6, 2020

KMS FINANCIAL SERVICES, INC.

RIA

CRD#: 3866

CORVALLIS, OR

Past

February 11, 2005 - June 16, 2009

WEALTH MANAGEMENT NORTHWEST, INC.

RIA

CRD#: 115983

LYNNWOOD, WA

Past

January 13, 2005 - January 31, 2005

KMS FINANCIAL SERVICES, INC.

RIA

CRD#: 3866

CORVALLIS, OR

Past

January 13, 2005 - November 6, 2020

KMS FINANCIAL SERVICES, INC.

CRD#: 3866

CORVALLIS, OR

Past

June 12, 2001 - January 18, 2005

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

EDMONDS, WA

Past

August 10, 2000 - January 18, 2005

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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

Oregon
(11/3/2025)

Exams

State Security Law Exam

IAR

Series 66

Date: 8/14/2000

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/9/2000

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543 / SEC#: , 8-48740

Broker-Dealer Firm Regulated by FINRA (Kansas City district office)

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Contact information

Main Address

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757

Mailing Address

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757

Phone number

(641) 472-5100

Established

Iowa since 10/12/1995

Firm type

Corporation

Fiscal year end

December

Firm Size

Large

# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
CAMBRIDGE INVESTMENT GROUP, INC.	SHAREHOLDER/HOLDING COMPANY
BELL, COLLEEN MCGUIRE	PRESIDENT INNOVATION AND EXPERIENCE; DIRECTOR	5077188
BOEN, RYAN	EVP, CHIEF FINANCIAL OFFICER/FINOP, PRINCIPAL OPERATIONS OFFICER	7842316
KUHLMAN, RICHARD HENRY	SVP, CHIEF LEGAL OFFICER	7076563
MILLER, SETH AARON	PRESIDENT ADVOCACY & ADMINISTRATION; GENERAL COUNSEL; DIRECTOR	5495508
ROBBINS, TAMMY ANN	EXECUTIVE VICE PRESIDENT/CHIEF BUSINESS DEVELOPMENT OFFICER	3125668
ROLLINS, EDDIE THOMAS	EXECUTIVE VICE PRESIDENT, MANAGING DIRECTOR - BRIDGEPORT	1523500
SHAFER, ANDREA LYNN	EVP, CHIEF SUPERVISION OFFICER	5448499
STONE, CARLA JEAN	FIRST VICE PRESIDENT, FINANCE/CHIEF ACCOUNTING OFFICER	3193985
TURNER, GREGORY WALTER	EVP, CONSULTING SERVICES	3144311
VEST, VALARIE KNOBLOCK	EVP, CHIEF EXPERIENCE OFFICER	3074142
VIVACQUA, JEFFREY FRANCIS	PRESIDENT GROWTH AND DEVELOPMENT; DIRECTOR	2608892
WEBBER, AMY LYNN	CEO, SECRETARY; DIRECTOR	1812670
YOUHN, STEPHEN MICHAEL	CHIEF COMPLIANCE OFFICER	1414691

Disclosures

Regulatory Event	13
Arbitration	4

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.

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Brian A. Robertson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Brian Alan Robertson's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE AMERIFLEX GROUP

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

KMS FINANCIAL SERVICES, INC.

WEALTH MANAGEMENT NORTHWEST, INC.

KMS FINANCIAL SERVICES, INC.

KMS FINANCIAL SERVICES, INC.

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/14/2000

SIE

Date: 10/1/2018

Series 7

Date: 8/9/2000

FINRA

Current Firm

CAMBRIDGE INVESTMENT RESEARCH, INC.

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

CAMBRIDGE INVESTMENT RESEARCH, INC.

TRUST BUT VERIFY

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