WZ
William R. Zenk
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Scottsdale, AZ 85251
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CRD#: 4709671
WZ
Professional summary
William Ryan Zenk, CFP®, who also goes by Ryan Zenk, W. Ryan Zenk, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Scottsdale, Arizona and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Brookfield, Wisconsin.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. William has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ryan Zenk | W. Ryan Zenk
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. FAMILY WEALTH ADVISORS LLC, INSURANCE AGENT 6900 E CAMELBACK RD, STE A39, SCOTTSDALE, AZ, 1/13/2003 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 2/MO - 2/TRADING. 2. ELDER LAW CENTER OF WI, ATTORNEY 125 N EXECUTIVE DR, BROOKFIELD, WI, 6/5/2017. NIR - 80/MONTH - 40/TRADING. Elder Law & Estate Planning Law. 3. CIRA, 1776 Pleasant Plain Rd, Fairfield IA 52556, 10/2017, IAR AFFILIATION, INV REL, 160 HR/MO - 120 HR TRADING 4. FARMER, S1007 FISKEN VALLEY ROAD, MONDOVI, WI, 6/2018 PROVIDING FARMLAND MANAGEMENT, FOLLOWING WILDLIFE & LAND MANAGEMENT DIRECTIVES FROM WISCONSIN DEPT OF NATURAL RESOURCES. NIR - 10/MO - 0/TRADING. 5. ARTEMIS ACRES LLC, Hwy O, Mondovi WI 54755, United States, 02/13/2025, Owner, Real Estate, NIR, 1 HR/MO - 0 HR TRADING
CRS (Client Relationship Summary) - RIA
Click below to view William Ryan Zenk'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: 2008
Experience
Current
October 18, 2017 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 6900 E Camelback Rd. Ste A39, Scottsdale, AZ 85251Office #2: 125 North Executive Dr. Ste 125, Brookfield, WI 53005RIA
CRD#: 134139
Scottsdale, AZ
Current
October 18, 2017 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 125 North Executive Dr. Ste 210, Brookfield, WI 53005Office #2: 6900 E. Camelback Rd. Suite A39, Scottsdale, AZ 85251BD
CRD#: 39543
Brookfield, WI
Past
March 2, 2009 - October 18, 2017
INVESTMENT CENTERS OF AMERICA, INC.
RIA
CRD#: 16443
SCOTTSDALE, AZ
Past
February 20, 2009 - October 18, 2017
INVESTMENT CENTERS OF AMERICA, INC.
BD
CRD#: 16443
SCOTTSDALE, AZ
Past
October 6, 2003 - January 22, 2009
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
SCOTTSDALE, AZ
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(9/12/2019)
RR
Arizona(10/18/2017)
IAR
Arizona(10/18/2017)
RR
California(10/18/2017)
RR
Colorado(10/18/2017)
RR
Florida(10/20/2017)
RR
Georgia(10/18/2017)
RR
Illinois(10/18/2017)
RR
Minnesota(6/14/2021)
RR
Mississippi(8/18/2020)
RR
New Mexico(10/18/2017)
RR
North Carolina(3/25/2022)
RR
Ohio(8/9/2021)
RR
Texas(10/18/2017)
IAR
Texas(10/18/2017)
RR
Utah(7/20/2020)
RR
Washington(10/18/2017)
RR
Wisconsin(10/18/2017)
IAR
Wisconsin(10/18/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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.
