Dina Lee Loomis
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
11 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
11 years in the industry.
- Cambridge Investment Research Advisors, Inc.Jan 2026 to now
- Cambridge Investment Research, Inc.Jan 2026 to now
- Stephenson National Bank and TrustJan 2026 to now
- Marinette CountyAug 2025 to Jan 2026
- Cambridge Investment Research Advisors, Inc.Nov 2021 to Aug 2025
- Cambridge Investment Research, Inc.Nov 2021 to Aug 2025
- LPL Financial LLCMar 2016 to Nov 2021
- Stephenson National Bank and TrustMay 2015 to Aug 2025
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 6499128
- Firm CRD
- 134139