Robert Douglas Soerens
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$138.7BFirm assets
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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
11 years in the industry.
- Cambridge Investment Research Advisors, Inc.Jun 2023 to now
- Cambridge Investment Research, Inc.Jun 2023 to now
- Southwestern Investment Advisory GroupSep 2021 to now
- Lange Wealth TeamAug 2021 to now
- Southwestern Investment Advisory Services, IncAug 2021 to now
- Sagespring Wealth PartnersNov 2022 to May 2023
- Southwestern Investment GroupSep 2021 to Nov 2022
- Raymond James Financial Services, Inc.Aug 2021 to May 2023
- Basho75 Llc/dba Home Well Care ServicesJul 2020 to Aug 2021
- Bank of America, N.A.Aug 2017 to Jul 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2017 to Jul 2020
- Wells Fargo Clearing Services, LLCNov 2016 to May 2017
- Wells Fargo Advisors LLCNov 2015 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
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
- 4369351
- Firm CRD
- 134139