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Gretchen Tamplin

Cambridge Investment Research, Inc.

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About Gretchen Tamplin

Gretchen Tamplin is a financial advisor with over 13 years of experience in the financial services industry. Gretchen is currently registered with Cambridge Investment Research, Inc. Previous employers include LPL FINANCIAL LLC, FIRST COMMAND FINANCIAL PLANNING, INC., THE HUNTINGTON INVESTMENT COMPANY, PNC INVESTMENTS, UBS FINANCIAL SERVICES INC., and AMERIPRISE FINANCIAL SERVICES, INC.

Firm Information

Gretchen Tamplin is currently registered with Cambridge Investment Research, Inc.. Cambridge Investment Research, Inc. is a corporation formed in October 1995. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

658

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Gretchen Tamplin’s Registration & Firm History

IA

07/24/2024 - Present

Cambridge Investment Research, Inc. (FAIRFIELD IA)

OH

01/18/2019 - 06/12/2020

LPL FINANCIAL LLC (CENTERVILLE OH)

OH

10/16/2017 - 12/19/2018

FIRST COMMAND FINANCIAL PLANNING, INC. (BEAVERCREEK OH)

KY

04/05/2017 - 09/25/2017

THE HUNTINGTON INVESTMENT COMPANY (WALTON KY)

KY

12/01/2016 - 03/21/2017

PNC INVESTMENTS (FLORENCE KY)

OH

08/03/2012 - 11/23/2016

UBS FINANCIAL SERVICES INC. (CINCINNATI OH)

OH

10/06/2011 - 08/06/2012

AMERIPRISE FINANCIAL SERVICES, INC. (CINCINNATI OH)

KY

02/01/2010 - 09/21/2011

H.D. VEST INVESTMENT SERVICES (FT. MITCHELL KY)

OH

02/13/2009 - 01/15/2010

UBS FINANCIAL SERVICES INC. (CINCINNATI OH)

OH

04/06/2007 - 03/10/2009

CITIGROUP GLOBAL MARKETS INC. (CINCINNATI OH)

OH

03/28/2003 - 11/04/2003

MCDONALD INVESTMENTS INC. (CLEVELAND OH)

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Licenses & Designations

BOTH

Issued 05/12/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/08/2024

Series 7TO - General Securities Representative Examination

BC

Issued 06/08/2024

SIE - Securities Industry Essentials Examination

BC

Issued 04/05/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gretchen Tamplin.
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