BG
Brandt P. Gebel
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
West Des Moines, IA 50266
Some features on this profile are disabled
CRD#: 7114620
BG
Professional summary
Brandt Patrick Gebel, who also goes by Brandt Gebel, 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 Panora, Iowa.
Brandt is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Brandt has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brandt Gebel
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, 08/2022, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING 2. GUTHRIE COUNTY STATE BANK INVESTMENT CENTER, 413 State St, Guthrie Center IA 50115, United States, 09/29/2023, IAR, Using a Trade Name/dba, NIR, 64 HR/MO - 52 HR/MO TRADING 3. JORDAN CREEK FINANCIAL SOLUTIONS, 1225 Jordan Creek Pkwy, 104, WDM IA 50266, United States, 08/08/2022, IAR, DBA Name, INV REL, 160 HR/MO - 150 HR/MO TRADING 4. SENTINEL SECURITY LIFE, 1225 Jordan Creek Pkwy, 104, WDM IA 50266, United States, 05/01/2024, Agent, Insurance/Benefits/Human Resources, NIR, 5 HR/MO - 5 HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Brandt Patrick Gebel'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
August 9, 2022 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 1225 Jordan Creek Pkwy. Suite 104, West Des Moines, IA 50266Office #2: 505 E Main Street, Panora, IA 50216Office #3: 413 State Street, Guthrie Center, IA 50115RIA
CRD#: 134139
West Des Moines, IA
Current
August 9, 2022 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 505 E Main St., Panora, IA 50216Office #2: 413 State St., Guthrie Center, IA 50115Office #3: 1225 Jordan Creek Pkwy. Ste. 104, West Des Moines, IA 50266BD
CRD#: 39543
Panora, IA
Past
June 2, 2021 - August 2, 2022
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
HUTCHINSON, MN
Past
February 25, 2021 - August 2, 2022
CETERA INVESTMENT SERVICES LLC
BD
CRD#: 15340
HUTCHINSON, MN
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(8/9/2022)
RR
Alaska(8/9/2022)
RR
Arizona(8/9/2022)
RR
Arkansas(8/9/2022)
RR
California(8/9/2022)
RR
Colorado(8/9/2022)
RR
Connecticut(8/9/2022)
RR
Delaware(8/9/2022)
RR
District of Columbia(8/9/2022)
RR
Florida(8/9/2022)
RR
Georgia(8/9/2022)
RR
Hawaii(8/9/2022)
RR
Idaho(8/9/2022)
RR
Illinois(8/9/2022)
RR
Indiana(8/9/2022)
RR
Iowa(8/9/2022)
IAR
Iowa(8/9/2022)
RR
Kansas(8/9/2022)
RR
Kentucky(8/9/2022)
RR
Louisiana(8/9/2022)
RR
Maine(8/9/2022)
RR
Maryland(8/9/2022)
RR
Massachusetts(8/9/2022)
RR
Michigan(8/9/2022)
RR
Minnesota(8/9/2022)
IAR
Minnesota(8/9/2022)
RR
Mississippi(8/9/2022)
RR
Missouri(8/9/2022)
RR
Montana(8/9/2022)
RR
Nebraska(8/9/2022)
RR
Nevada(8/9/2022)
RR
New Hampshire(8/9/2022)
RR
New Jersey(8/9/2022)
RR
New Mexico(8/9/2022)
RR
New York(8/9/2022)
RR
North Carolina(8/10/2022)
RR
North Dakota(8/9/2022)
RR
Ohio(8/9/2022)
RR
Oklahoma(8/9/2022)
RR
Oregon(8/9/2022)
RR
Pennsylvania(8/9/2022)
RR
Puerto Rico(8/9/2022)
RR
Rhode Island(8/9/2022)
RR
South Carolina(8/9/2022)
RR
South Dakota(8/9/2022)
RR
Tennessee(8/9/2022)
RR
Texas(8/9/2022)
IAR
Texas(8/9/2022)
RR
Utah(8/9/2022)
RR
Vermont(8/9/2022)
RR
Virginia(8/9/2022)
RR
Washington(8/9/2022)
RR
West Virginia(8/9/2022)
RR
Wisconsin(8/9/2022)
RR
Wyoming(8/9/2022)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/24/2021
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
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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#: 134139West Des Moines, IA 50266TRUST BUT VERIFY
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