Robert L. Daniels
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
West Des Moines, IA 50266
Some features on this profile are disabled
CRD#: 6297844
Professional summary
Robert Lee Daniels, CFP®, CIMA®, who also goes by Bob Daniels, Robert Lee Daniels, Bobby Daniels, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in West Des Moines, Iowa and CAMBRIDGE INVESTMENT RESEARCH, INC. located in West Des Moines, Iowa.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Robert has worked at 7 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bob Daniels | Robert Lee Daniels | Bobby Daniels
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) SWT, LLC, 13090 Walnut Ridge Circle, Clive IA 50325, 12/2023, Owner, Owner/Partner of a Business Entity, NIR, 0 HR/MO, 0 HR/MO TRADING. 2) ROBERT AND TAYLOR DANIELS AND BENJAMIN AND MACKENZIE KEENAN, 3509 SE Glen Drive, Grimes IA 50111, 10/2023, Owner, Real Estate, NIR, 1 HR/MO, 1 HR/MO TRADING. 3) 10-42 PROJECT, 201 N 9TH ST, Indianola IA 50125, 09/2023, Board Member, Healthcare, NIR, 4 HR/MO, 2 HR/MO TRADING. 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 05/2025 5) JORDAN CREEK FINANCIAL SOLUTIONS, 1225 Jordan Creek Parkway, Suite 104, West Des Moines IA 50266, 05/2025, Wealth Advisor/Financial Professional, DBA Name, NIR, 160 HR/MO, 150 HR/MO TRADING. 6) J29 FINANCIAL, LLC, 13090 Walnut Ridge Circle, Clive IA 50111, 05/2025, Owner, DBA Name, INV REL, 10 HR/MO, 5 HR/MO TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Lee Daniels'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: 2018
Experience
Current
May 30, 2025 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 1225 Jordan Creek Pkwy, Ste. 104, West Des Moines, IA 50266RIA
CRD#: 134139
West Des Moines, IA
Current
May 20, 2025 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 1225 Jordan Creek Pkwy. Ste. 104, West Des Moines, IA 50266Office #2: 1225 Jordan Creek Pkwy. Ste. 104, West Des Moines, IA 50266BD
CRD#: 39543
West Des Moines, IA
Past
March 15, 2023 - May 6, 2025
SYVERSON STREGE
RIA
CRD#: 109228
WEST DES MOINES, IA
Past
February 16, 2022 - March 7, 2023
EDWARD JONES
RIA
CRD#: 250
CLIVE, IA
Past
February 14, 2022 - March 7, 2023
EDWARD JONES
BD
CRD#: 250
CLIVE, IA
Past
January 29, 2018 - February 9, 2022
SAMMONS FINANCIAL NETWORK, LLC
BD
CRD#: 158538
WEST DES MOINES, IA
Past
March 8, 2017 - January 29, 2018
LPL FINANCIAL LLC
RIA
CRD#: 6413
WEST DES MOINES, IA
Past
June 1, 2016 - January 29, 2018
LPL FINANCIAL LLC
BD
CRD#: 6413
WEST DES MOINES, IA
Past
January 7, 2015 - May 27, 2016
SAMMONS FINANCIAL NETWORK, LLC
BD
CRD#: 158538
WEST DES MOINES, IA
Past
April 7, 2014 - January 5, 2015
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
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(6/24/2025)
RR
Arizona(6/16/2025)
RR
Arkansas(7/7/2025)
RR
California(6/12/2025)
RR
Colorado(6/13/2025)
RR
Connecticut(6/12/2025)
RR
Florida(6/12/2025)
RR
Georgia(6/26/2025)
RR
Hawaii(6/30/2025)
RR
Idaho(6/12/2025)
RR
Illinois(6/12/2025)
IAR
Iowa(5/30/2025)
RR
Iowa(6/3/2025)
RR
Kansas(6/12/2025)
RR
Kentucky(6/24/2025)
RR
Maryland(6/13/2025)
RR
Massachusetts(6/13/2025)
RR
Michigan(6/24/2025)
RR
Missouri(6/12/2025)
RR
Nevada(6/25/2025)
RR
New Jersey(6/24/2025)
RR
New York(6/13/2025)
RR
North Carolina(6/24/2025)
RR
Ohio(6/12/2025)
RR
Oregon(6/26/2025)
RR
Pennsylvania(6/13/2025)
RR
South Carolina(6/24/2025)
RR
South Dakota(6/24/2025)
RR
Texas(6/12/2025)
IAR
Texas(6/12/2025)
RR
Virginia(6/25/2025)
RR
Washington(6/24/2025)
RR
West Virginia(6/25/2025)
RR
Wisconsin(6/30/2025)
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
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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#: 134139West Des Moines, IA 50266TRUST BUT VERIFY
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