Chad M. Disbennett
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Carroll, OH 43112
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CRD#: 5630754
Professional summary
Chad Matthew Disbennett, CFP®, who also goes by Chad M Disbennett, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Carroll, Ohio and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Carroll, Ohio.
Chad is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Chad has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chad M Disbennett
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) DISBENNETT WEALTH MANAGEMENT, LANCASTER OH, 03/2008, PRESIDENT, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL, 5 HR/WK 4 HR/TRADING 2) CHAD DISBENNETT INTERNATIONAL, LAURELVILLE OH, 04/2018. SPEAKER/OWNER. INV REL, 5 HR/YR 2 HR/TRADING 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL, 80 HR/MO 80 HR/MO TRADING, 06/2019 4) LOGAN ELM H.S. TRACK COACH, 9575 Tarlton Road, Circleville OH 43113, 03/2025, Coach, 1099, NIR, 40 HR/MO, 20 HR/MO TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Chad Matthew Disbennett'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
June 3, 2019 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 4660 Old Columbus Rd. Nw, Carroll, OH 43112RIA
CRD#: 134139
Carroll, OH
Current
May 25, 2021 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 4660 Old Columbus Rd. Nw, Carroll, OH 43112BD
CRD#: 39543
Carroll, OH
Past
May 2, 2016 - June 5, 2019
OSAIC WEALTH, INC.
RIA
CRD#: 23131
LANCASTER, OH
Past
May 2, 2016 - June 5, 2019
OSAIC WEALTH, INC.
BD
CRD#: 23131
LANCASTER, OH
Past
January 30, 2015 - May 5, 2016
STONEX ADVISORS INC.
RIA
CRD#: 174182
BIRMINGHAM, AL
Past
September 12, 2014 - May 5, 2016
STONEX SECURITIES INC.
BD
CRD#: 18456
LANCASTER, OH
Past
January 20, 2011 - January 30, 2015
WRP INVESTMENTS, INC.
RIA
CRD#: 7365
LANCASTER, OH
Past
April 19, 2010 - September 12, 2014
WRP INVESTMENTS, INC.
BD
CRD#: 7365
LANCASTER, OH
Past
February 20, 2009 - April 15, 2010
GROVE POINT INVESTMENTS, LLC
BD
CRD#: 1763
LANCASTER, OH
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(7/27/2023)
RR
Arizona(8/30/2024)
RR
California(3/8/2023)
RR
Florida(5/25/2021)
RR
Idaho(6/2/2023)
RR
Kentucky(5/25/2021)
RR
Minnesota(7/13/2023)
RR
Nevada(5/25/2021)
RR
New Jersey(8/24/2022)
RR
New York(5/25/2021)
IAR
Ohio(6/3/2019)
RR
Ohio(5/25/2021)
RR
Pennsylvania(2/28/2022)
RR
Rhode Island(8/26/2022)
RR
South Carolina(7/14/2023)
RR
Texas(9/9/2025)
RR
Virginia(2/28/2022)
RR
Washington(5/25/2023)
RR
West Virginia(5/25/2021)
Exams
State Security Law 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
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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#: 134139Carroll, OH 43112TRUST BUT VERIFY
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