Mahesh A. Odhrani
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Las Vegas, NV 89123
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CRD#: 4695218
Professional summary
Mahesh A Odhrani, AIF®, CFP®, ChFC®, who also goes by Mahesh A. Odhrani, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Las Vegas, Nevada.
Mahesh is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Mahesh has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mahesh A. Odhrani
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) STRATEGIC WEALTH DESIGN, LLC, DBA STRATEGIC WEALTH DESIGN, 2190 E PEBBLE RD, STE 260, LAS VEGAS, NV, INSURANCE AGENT/SALES, PRESIDENT, INV REL, 02/10/16, 20/WK- 20 TRADING 2) N.R. EMPIRE, LLC, 945 ROCK LEDGE CT, HENDERSON, NV, MANAGER OF NR EMPIRE, LLC, 04/15/15, NIR, 2/MO- 0/TRADING 3) 10420 SUB ASSOCIATION, 6655 S CIMARRON RD, STE 200, LAS VEGAS, NV, BOARD MEMBER OF A NON-PUBLIC ENTITY, 06/21/17, NIR, .5 HR/MO- .5 HR/TRADING 4) PHYSICAN DISABILITY QUOTES, LLC, 2190 E PEBBLE RD, STE 260, LAS VEGAS, NV, INSURANCE AGENT SALES, MANAGING MEMBER, 06/04/17, NIR, 0/MO- 0/TRADINg 5) STRATEGIC WEALTH DESIGN,LLC DBA SWD INSURANCE SERVICES, 2190 E PEBBLE RD, STE 260, LAS VEGAS, NV, DBA, 07/08/20, INV REL, PRESIDENT, 10/MO- .5 TRADING 6) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. 03/05/20. 7) FinStak Solutions, LLC DBA FinStak, 2190 E. Pebble Rd. Suite 260, Las Vegas, NV 89123, 12/2021, Owner, Technology for Financial Advisors, NIR, 60 HR/MO - 20 HR/MO Trading. 8) Vegas PBS - Planned Giving Council, 3050 E. Flamingo Road, Las Vegas, NV 89121, 02/2022, Member of Council, NIR, 1 HR/MO - 1 HR/MO Trading. 9) Action Action Movie, Henderson NV 89012, United States, 11/10/24, Actor, NIR, 0 HR/MO - 0 HR/MO TRADING 10) Strategic Wealth Design, 2190 E. Pebble Rd., Suite 260, Las Vegas NV 89123, United States, 09/13/2024, Speaker, Coaching, INV REL, 5 HR/MO - 5 HR/MO TRADING 11) Vegas PBS, Las Vegas NV 89121, 01/2025, Board Member, Board Member/Officer/Director/Committee, NIR, 1 HR/MO, 1 HR/MO TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Mahesh A Odhrani'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: 2015
Experience
Current
February 21, 2020 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 8675 S Eastern Ave., Las Vegas, NV 89123RIA
CRD#: 134139
Las Vegas, NV
Past
February 2, 2005 - March 6, 2020
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
LAS VEGAS, NV
Past
November 17, 2003 - March 6, 2020
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
LAS VEGAS, NV
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.Highlighted states indicate IAR registrations
IAR
Nevada(3/5/2020)
IAR
Texas(2/21/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
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.
