Chartered Financial Services, Ltd. Employee Directory

Financial ServicesIowa, United States0-1 Employees

Chartered Financial Services, Ltd. operates in the financial services sector, offering registered representative services for securities through Cambridge Investment Research, Inc., a broker/dealer, and investment advisory services through Cambridge Investment Research Advisors, Inc. The company functions as a conduit for clients seeking access to securities and advisory guidance, with Cambridge and Chartered Financial Services positioned as separate entities within the broader financial services landscape. Based in West Des Moines, Iowa, the firm operates in a regulatory environment that includes FINRA/SIPC oversight through its broker/dealer relationship. The organization appears to maintain a very small local footprint, suggesting a focus on personalized, one-on-one client interactions rather than large-scale operations. A recent development note indicates ongoing activity within its professional network, though no specific details are provided beyond the association with Cambridge Investment Research entities.

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