CAMBRIDGE RETIREMENT ADVISORS

CAMBRIDGE RETIREMENT ADVISORS of FAIRFIELD, IA is an SEC-registered investment adviser (CRD 129096). Regulatory assets under management: $23.2M.

Registration

Officers, owners & control persons (13)

NameRoleLocation
Martin Worthington LynnSENIOR VICE PRESIDENT, COMPLIANCE/CHIEF COMPLIANCE OFFICER/DIRECTOR
LYLE TIMOTHY JAMESSENIOR VICE PRESIDENT, COMPLIANCE/CHIEF COMPLIANCE OFFICER
GUY JAMES EUGENEEXEC VICE PRESIDENT/CHIEF MARKETING OFFICER; EXEC VICE PRESIDENT/TREASURER/CHIEF MARKETING OFFICER/DIRECTOR
SCHWARTZ ERICPRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF FINANCIAL OFFICER/DIRECTOR
WEBBER AMY LYNNEXEC 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 MICHELLEVICE PRESIDENT, FINANCE & ACCOUNTING/FINOP
FISCHER CAROL LYNNVICE PRESIDENT, ADMINISTRATION/MSRBP; VICE PRESIDENT, ADVISOR SERVICES/CROP; VICE PRESIDENT, OFFICE ADMINISTRATION/MSRBP
MILLS JAMES MATTHEWASSISTANT VICE PRESIDENT, TRADING & OPERATIONS/SROP/MSRBP; ASSISTANT VICE PRESIDENT, TRADING & OPERATIONS/SROP/ROP
SULLIVAN DANIELSR. VICE PRESIDENT, BUSINESS DEVELOPMENT/DIRECTOR
HOPWOOD SHARON LOUISEMANAGER, OPERATIONS & TRADING/SROP; MSRBP, SROP
HERN LORNA ANNVICE PRESIDENT, OPERATIONS & TRADING/MSRBP
PRZEWLOCKI STEPHEN LMANAGING DIRECTOR; PRINCIPAL
VONDERHEIDE PETER STANLEYSUPERVISOR, OPERATIONS/CROP

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