Justin J. Ryan
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Wellman, IA 52356
Some features on this profile are disabled
CRD#: 4995021
Professional summary
Justin John Ryan, AIF®, CFP® is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Wellman, Iowa and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Hiawatha, Iowa.
Justin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Justin has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. 05/14/20 2) HAWKEYE FINANCIAL GROUP, 925 MARTHAS WAY, HIAWATHA, IA, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 08/08/05, NIR, OWNER, 5/WK- 5/TRADING 3) RYAN FINANCIAL INC, 925 MARTHAS WAY, HIAWATHA, IA, FINANCIAL PLANNING, 06/01/14, INV REL/OWNER, 2/WK- 2/TRADING 4) JA 1, LLC, 925 MARTHAS WAY, HIAWATHA, IA, RENTAL REAL ESTATE, 01/01/09, NIR, OWNER, 5/MO- 0/TRADING 5) JA 2, LLC, 925 MARTHAS WAY, HIAWATHA, IA, RENTAL REAL ESTATE, 01/01/09, NIR, OWNER, 5/MO- 0/TRADING 6) AMY'S FARM, LLC, 3267 WW AVE, WELLMAN, IA, FARMING, 12/31/14, NIR, BOOKKEEPER, 2/YR, 0/TRADING 7) SUTTON RYAN, LLC, 925 MARTHAS WAY, HIAWATHA, IA, RENTAL REAL ESTATE, OWNER, 05/01/16, NIR, 1/MO- 0/TRADING 8) HAWKEYE FINANCIAL GROUP, 925 MARTHAS WAY, HIAWATHA, IA, DBA, 08/01/05, INV REL- OWNER, 30/WK- 30/TRADING 9) IOWA DREAMWORKS FUNDS, LLC, 3820 CEDAR DRIVE NE, NORTH LIBERTY, IA, INVESTING IN AN LLC/MEMBER/SILENT INVESTOR, 0 HR/MO- 0/TRADING HR. 10) RYAN FINANCIAL 2 LLC, 925 MARATHAS WAY, HIAWATHA, IA., OWNER/PARTNER OF BUSINESS ENTITY. NIR, 09/20/2021, 5/HR MO, 0/HR MO TRADING 11) HAWKEYE FINANCIAL BUSINESS STRATEGIES / 925, Marthas Way, Hiawatha IA 52233 / 02/21/2022 / NIR / TAXES AND CONSULTING / 10HR/MO - 10HR/MO TRADING 12) VISION NETWORK, 4140 Grand Ave, Des Moines IA 50312, United States, 09/20/2021, Owner, Owner NATURE: Owner/Partner of a Business Entity, NIR, 5 HR/MO - 0 HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Justin John Ryan'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: 2016
Experience
Current
May 14, 2020 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 3267 Ww Ave., Wellman, IA 52356Office #2: 925 Marthas Way, Hiawatha, IA 52233Office #3: 4140 Grand Ave., Des Moines, IA 50312RIA
CRD#: 134139
Wellman, IA
Current
May 14, 2020 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #3: 4140 Grand Ave., Des Moines, IA 50312BD
CRD#: 39543
Hiawatha, IA
Past
March 16, 2011 - May 21, 2020
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
DES MOINES, IA
Past
August 1, 2005 - May 21, 2020
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
DES MOINES, 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
Arizona(5/14/2020)
RR
Colorado(5/14/2020)
RR
Florida(3/28/2025)
RR
Georgia(6/4/2020)
RR
Illinois(5/14/2020)
RR
Indiana(5/14/2020)
RR
Iowa(5/14/2020)
IAR
Iowa(5/14/2020)
RR
Kansas(5/14/2020)
RR
Louisiana(5/14/2020)
RR
Minnesota(5/14/2020)
RR
Missouri(5/14/2020)
RR
Nebraska(5/14/2020)
RR
Nevada(7/3/2024)
RR
North Carolina(5/14/2020)
RR
Texas(5/14/2020)
IAR
Texas(5/14/2020)
RR
Wisconsin(5/14/2020)
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
Registered Investment Advisory firm - (2/3/2005 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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.
Company Information
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRD#: 134139Wellman, IA 52356TRUST BUT VERIFY
Monitor Justin Ryan
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
