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Lori A Ripperger

Cambridge Investment Research Advisors, Inc.

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About Lori A Ripperger

Lori Ripperger is a financial advisor with Cambridge Investment Research Advisors, Inc., located in West Des Moines, Iowa. Lori has been in the financial services industry since 2002 and has a strong background in providing financial planning and portfolio management services to individuals and families. Lori has worked with Cambridge Investment Research, Inc. since 2017 and has held previous positions at Investment Centers of America, Inc. and Fintegra, LLC.

Firm Information

Lori Ripperger is currently registered with Cambridge Investment Research Advisors, Inc.. Cambridge Investment Research Advisors, Inc. is an investment advisor with over 3,000 licensed agents and registered representatives. Based in Fairfield, Iowa, the firm provides a range of advisory services including financial planning, pension consulting, educational seminars, and market timing services. Their client base encompasses high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and state or municipal government entities. The firm manages approximately $87.37 billion in assets under management.
Cambridge Investment Research Advisors, Inc.

1776 PLEASANT PLAIN RD.

FAIRFIELD, IA 52556-8757

$87.37B

Assets Under Management

71,763

Total Clients

3,513

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitation fees from 3rd party money managers

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Lori Ripperger’s Registration & Firm History

IA

03/02/2021 - Present

Cambridge Investment Research Advisors, Inc. (West Des Moines IA)

IA

06/05/2017 - 10/16/2017

INVESTMENT CENTERS OF AMERICA, INC. (west des moines IA)

IA

07/22/2015 - 02/28/2017

INVESTMENT CENTERS OF AMERICA, INC. (WEST DES MOINES IA)

IA

03/05/2012 - 07/15/2015

FINTEGRA, LLC (DES MOINES IA)

IA

10/14/2011 - 11/28/2011

CUNA BROKERAGE SERVICES, INC. (ANKENY IA)

IL

08/17/2009 - 03/31/2011

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

IA

03/06/2003 - 07/02/2009

CUNA BROKERAGE SERVICES, INC. (DES MOINES IA)

MO

04/02/2002 - 02/18/2003

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 09/17/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/11/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/01/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Lori A Ripperger. Review regulatory record here.
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