HM
Hunter L. Mans
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Crivitz, WI 54114
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CRD#: 7098610
HM
Professional summary
Hunter Lee Mans is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Crivitz, Wisconsin and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Marinette, Wisconsin.
Hunter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Hunter has worked at 3 firms and has passed the Series 66, Series 7TO and SIE 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) GREEN BAY AREA YOUTH HOCKEY ASSOCIATION, 1600 Fernado Dr, Depere WI 54115, 08/01/2024, Coach, Sport/Fitness/Gaming, NIR, 32 HR/MO, 0 HR/MO TRADING. 2) VAL IHDE PHOTOGRAPHY, 2110 TORI LN MARINETTE WI 54143, 04/2015, PROJECT MANAGER, PHOTOPGRAPHY MANAGER, NIR, 6 HR/MO 0 HR/MO TRADING 3) THE STEPHENSON NATIONAL BANK & TRUST, 1820 HALL AVE MARINETTE WI 54143, 11/2021, TRUST OFFICER, FINANCIAL PROFESSIONAL, INV REL, 40 HR/MO 40 HR/MO TRADING 4) STEPHENSON FINANCIAL SERVICES, 1820 HALL AVE MARINETTE WI 54143, 04/2016, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 10 HR/MO 8 HR/MO TRADING 5) VOYA FINANCIAL, 1820 Hall Avenue, Marinette WI 54143, 11/2021, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 20 HR/MONTH 12 HR/MONTH TRADING 6) MENOMINEE COUNTY INTERMEDIATE SCHOOL DISTRICT, 1201 41 Avenue, Menominee MI 49858, United States, 06/13/2023, Board Member, TREASURER, NIR, 5 HR/MO - 0 HR/MO TRADING 7) TEAM WISCONSIN HOCKEY CLUB, Stevens Point WI 54481, 07/2025, Coach, Sport/Fitness/Gaming, NIR, 26 HR/MO, 4 HR/MO TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Hunter Lee Mans'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®
NoneExperience
Current
November 12, 2021 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 606 Henriette Ave., Crivitz, WI 54114Office #2: 101 Bralik Way, Oconto, WI 54153Office #3: N18630 Highway 141, Pembine, WI 54156Office #4: 290 Main St., Waiusaukee, WI 54177Office #5: 1820 Hall Ave., Marinette, WI 54143RIA
CRD#: 134139
Crivitz, WI
Current
November 12, 2021 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 1820 Hall Ave., Marinette, WI 54143BD
CRD#: 39543
Marinette, WI
Past
April 8, 2021 - November 24, 2021
LPL FINANCIAL LLC
RIA
CRD#: 6413
MARINETTE, WI
Past
February 23, 2021 - November 24, 2021
LPL FINANCIAL LLC
BD
CRD#: 6413
MARINETTE, WI
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
Colorado(1/3/2022)
RR
Florida(1/3/2022)
RR
Illinois(1/3/2022)
RR
Michigan(11/12/2021)
IAR
Michigan(5/22/2023)
RR
Montana(1/4/2022)
RR
Wisconsin(11/12/2021)
IAR
Wisconsin(11/12/2021)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/23/2021
General Securities Representative ExaminationGeneral 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#: 134139Crivitz, WI 54114TRUST BUT VERIFY
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