Ameriprise Financial Services
36yrs
Top advisor by experience in Monticello
13yrs
Stephen Dold
Full name on record: Stephen D Dold
Financial advisor at Cambridge Investment Research Advisors
Stephen Dold has worked in the financial industry for 13 years and is a fiduciary financial advisor based in Monticello, Indiana. Stephen has been with Cambridge Investment Research Advisors since 2017; before that, Stephen spent three years at Osaic Fa. Cambridge Investment Research Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 13 advisors with offices in Monticello, and one of 12 fiduciaries.
At a glance
Experience13 years (since 2014)
How that compares ?13 years in the industry
Office504 East Terrace Bay Court, Monticello, IN 47960
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 ?2 states
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 66Uniform Combined State Law Examination
Career
- Sep 2026 – nowBlue Horizon Equity, Inc.Current
- 2017 – nowCambridge Investment Research Advisors, Inc.Current firm
- 2014 – 2017Osaic Fa, Inc.Previously
Contact Stephen
(641) 472-5100Firm headquarters in Fairfield, IA. Ask for Stephen. 504 East Terrace Bay CourtMonticello, IN 47960Office · Get directions Instagram pageCambridge Investment Research Advisors
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Questions to ask Stephen
Tailored to Stephen’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Stephen
How do I contact Stephen?
Call Cambridge Investment Research Advisors at (641) 472-5100 and ask for Stephen Dold. Stephen works from the Monticello, IN office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 2014, about 13 years. 13 years in the industry.
What licenses does Stephen hold?
Series 66. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen 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 Stephen 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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