# CAMBRIDGE RETIREMENT ADVISORS

CAMBRIDGE RETIREMENT ADVISORS of FAIRFIELD, IA is an SEC-registered investment adviser.

## Registration

- CRD: 129096
- Type: SEC-registered investment adviser
- SEC file number: 801-62675
- Location: 1776 PLEASANT PLAIN RD., FAIRFIELD, IA, 52556-8757
- Phone: 641-472-5100
- Latest filing: 2006-07-12
- Regulatory AUM: $23.2M
- Discretionary AUM: $18.0M
- Non-discretionary AUM: $5.2M
- Clients: 11
- Accounts: 147

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| Martin Worthington Lynn | SENIOR VICE PRESIDENT, COMPLIANCE/CHIEF COMPLIANCE OFFICER/DIRECTOR | — |
| LYLE TIMOTHY JAMES | SENIOR VICE PRESIDENT, COMPLIANCE/CHIEF COMPLIANCE OFFICER | — |
| GUY JAMES EUGENE | EXEC VICE PRESIDENT/CHIEF MARKETING OFFICER; EXEC VICE PRESIDENT/TREASURER/CHIEF MARKETING OFFICER/DIRECTOR | — |
| SCHWARTZ ERIC | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF FINANCIAL OFFICER/DIRECTOR | — |
| WEBBER AMY LYNN | EXEC VICE PRESIDENT/CHIEF OPERATING OFFICER/SECRETARY; EXEC VICE PRESIDENT/CHIEF OPERATING OFFICER/SECRETARY/CHIEF COMPLIANCE OFFICER; EXEC VICE PRESIDENT/SECRETARY/CHIEF OPERATING OFFICER/DIRECTOR | — |
| BALLARD DAWN MICHELLE | VICE PRESIDENT, FINANCE & ACCOUNTING/FINOP | — |
| FISCHER CAROL LYNN | VICE PRESIDENT, ADMINISTRATION/MSRBP; VICE PRESIDENT, ADVISOR SERVICES/CROP; VICE PRESIDENT, OFFICE ADMINISTRATION/MSRBP | — |
| MILLS JAMES MATTHEW | ASSISTANT VICE PRESIDENT, TRADING & OPERATIONS/SROP/MSRBP; ASSISTANT VICE PRESIDENT, TRADING & OPERATIONS/SROP/ROP | — |
| SULLIVAN DANIEL | SR. VICE PRESIDENT, BUSINESS DEVELOPMENT/DIRECTOR | — |
| HOPWOOD SHARON LOUISE | MANAGER, OPERATIONS & TRADING/SROP; MSRBP, SROP | — |
| HERN LORNA ANN | VICE PRESIDENT, OPERATIONS & TRADING/MSRBP | — |
| PRZEWLOCKI STEPHEN L | MANAGING DIRECTOR; PRINCIPAL | — |
| VONDERHEIDE PETER STANLEY | SUPERVISOR, OPERATIONS/CROP | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/129096/brochure
- Similar advisers: https://search.stillhousedata.com/firm/129096/similar
- Related entities: https://search.stillhousedata.com/firm/129096/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/129096

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.