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Advisors / Iowa / Fairfield
16yrs

Mark Oberlander

Financial advisor at Cambridge Investment Research Advisors

Mark Oberlander is a fiduciary financial advisor in Fairfield, Iowa, with 16 years in the industry. After a year at Madison Avenue Securities, Mark joined Cambridge Investment Research Advisors in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Cambridge Investment Research Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.

One of 130 advisors with offices in Fairfield, and one of 128 fiduciaries.

Fairfield, IA 52556Fiduciary advisor
Call the officeDirections

At a glance

Experience16 years (since 2010)
How that compares ?More experience than 56% of advisors in Fairfield
Office1776 Pleasant Plain Rd, Fairfield, IA 52556
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$378,281
Advisors at the firm3,917
States licensed ?1 state

Services through Cambridge Investment Research Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. Sep 2026 – now
  2. Apr 2025 – Sep 2026

Questions to ask Mark

Tailored to Mark’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Mark

How do I contact Mark?

Call Cambridge Investment Research Advisors at (641) 472-5100 and ask for Mark Oberlander. Mark works from the Fairfield, IA office.

How long has Mark been a financial advisor?

Mark has been in the industry since 2010, about 16 years. More experience than 56% of advisors in Fairfield.

What licenses does Mark hold?

Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.

Is Mark a fiduciary?

Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Mark paid?

Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Mark for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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