Wendy Sue Halingstad
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
23 yearsExperience
1 stateRegistered in
$138.7BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
23 years in the industry.
- Cambridge Investment Research Advisors, Inc.Jul 2021 to now
- Cambier Investment GroupJul 2021 to now
- Cambridge Investment Research Inc.Jul 2021 to now
- Meridian Wealth Management LLCFeb 2021 to Jun 2021
- LPL Financial, LLCDec 2020 to Jun 2021
- Western Wealth Management, LLC (western Wealth Advisors)Dec 2020 to Jun 2021
- Pershing Advisor Solutions LLCSep 2019 to Dec 2020
- UnemployedJun 2019 to Aug 2019
- Icon Distributors, Inc.Jan 2003 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CO).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2210990
- Firm CRD
- 134139