Cambridge Investment Research Advisors
23yrs
Top advisor by experience in Marinette
10yrs
Dina Lee Loomis
Financial advisor at Cambridge Investment Research Advisors
At a glance
Experience10 years (since 2016)
How that compares ?Top 25% by experience in Marinette
Office1820 Hall Ave., Marinette, WI 54143
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
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.
Uniform Combined State Law Examination
Career
- Jan 2026 – nowCambridge Investment Research Advisors, Inc.Current firm
- 2021 – 2025Cambridge Investment Research Advisors, Inc.Previously
- 2016 – 2021LPL Financial LLCPreviously
Questions to ask Dina
Tailored to Dina’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 Dina
How do I contact Dina?
Call Cambridge Investment Research Advisors at 641-472-5100 and ask for Dina Lee Loomis. Dina works from the Marinette, WI office.
How long has Dina been a financial advisor?
Dina has been in the industry since 2016, about 10 years. Top 25% by experience in Marinette.
What licenses does Dina hold?
Series 66. Tap any license on this page to see what it allows.
Is Dina a fiduciary?
Dina is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dina 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 Dina for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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