Dina Lee Loomis
Investment Adviser Representative at Cambridge Investment Research Advisors, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Dina Lee Loomis is an investment adviser representative with Cambridge Investment Research Advisors, Inc. in Marinette, WI, where they have been registered since 2026. They have worked in the securities industry since 2016 and were previously registered with LPL Financial LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Wisconsin.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Wisconsin
- Broker:
2 states and territories
Michigan, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Stephenson National BANK AND TrustMay 2015 – Aug 2025Marinette, WI
- LPL Financial LLCMar 2016 – Nov 2021Marinette, WI
- Cambridge Investment Research, Inc.Nov 2021 – Aug 2025Fairfield, IA
- Cambridge Investment Research Advisors, Inc.Nov 2021 – Aug 2025Fairfield, IA
- Cambridge Investment Research, Inc.Jan 2026 – no end date reportedFairfield, IA
- Cambridge Investment Research Advisors, Inc.Jan 2026 – no end date reportedFairfield, IA
- Stephenson National BANK AND TrustJan 2026 – no end date reportedMarinette, WI
- Marinette CountyAug 2025 – Jan 2026Marinette, WI
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Cambridge Investment Research Advisors, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3,948
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Fairfield, IA
- SEC file number:
- 801-63930
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 11, 2026
View full firm profileOther advisors at Cambridge Investment Research Advisors, Inc.
Showing 12 of 3,948 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Dina Lee Loomis has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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