JE
Jill M. Ehlers
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Omaha, NE 68130
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CRD#: 6196048
JE
Professional summary
Jill Marie Ehlers, AIF®, who also goes by Jill Marie Ehlers, Jill Marie Pudenz, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Omaha, Nebraska and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Omaha, Nebraska.
Jill is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Jill 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
Jill Marie Ehlers | Jill Marie Pudenz
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. ENVISION WEALTH STRATEGIES, Omaha NE 68130, 11/2023, Owner, Using as a Trade Name/dba, INV REL, 4 HR/MO - 4 Trading 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 11/2023 AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING 3. ELKHORN PUBLIC SCHOOL FOUNDATION BOARD, ELKHORN NE 68022, 11/2023, VOLUNTEER BOARD MEMBER, NIR, 1 HR/MO - 0 HR/MO TRADING 4. LCG PROPERTIES, 3324 S 185th St, Omaha NE 68130, 07/2025, Owner, Real Estate, NIR, 1 HR/MO, 0 HR/MO TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Jill Marie Ehlers'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®
Experience
Current
November 6, 2023 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 17021 Lakeside Hills Plaza Suite 201, Omaha, NE 68130RIA
CRD#: 134139
Omaha, NE
Current
November 6, 2023 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 17021 Lakeside Hills Plaza, Suite 201, Omaha, NE 68130BD
CRD#: 39543
Omaha, NE
Past
February 21, 2014 - November 8, 2023
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
OMAHA, NE
Past
June 5, 2013 - November 8, 2023
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
OMAHA, NE
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
Alabama(5/16/2025)
RR
Arizona(11/6/2023)
RR
California(11/6/2023)
RR
Colorado(11/6/2023)
RR
District of Columbia(1/2/2025)
RR
Florida(11/6/2023)
RR
Georgia(5/16/2025)
RR
Hawaii(11/6/2023)
RR
Illinois(11/6/2023)
RR
Indiana(11/6/2023)
RR
Iowa(11/6/2023)
RR
Kansas(11/6/2023)
RR
Kentucky(11/6/2023)
RR
Minnesota(11/6/2023)
RR
Missouri(11/6/2023)
RR
Nebraska(11/6/2023)
IAR
Nebraska(11/9/2023)
RR
New Mexico(1/8/2025)
RR
North Carolina(11/6/2023)
RR
Ohio(11/6/2023)
RR
Oklahoma(11/6/2023)
RR
Oregon(11/6/2023)
RR
Pennsylvania(3/18/2025)
RR
South Dakota(11/6/2023)
RR
Texas(11/6/2023)
IAR
Texas(11/6/2023)
RR
Washington(5/23/2024)
RR
Wisconsin(11/6/2023)
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
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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.
Company Information
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRD#: 134139Omaha, NE 68130TRUST BUT VERIFY
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