Becky Weyer is a registered investment advisor, based in Verona, WI, with 18 years of industry experience.
Location
Verona, WI
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Becky is an independent insurance agent since 2007 and owns Bauer Acres LLC, a real estate venture. She also works as an administrative representative of a RIA (about half her time) and owns Weyer Virtual Office Solutions LLC (full-time).
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
August 2024 - Present · 1 yr 9 mos
Cambridge Investment Research, INC.
August 2024 - Present · 1 yr 9 mos
Cambridge Investment Research, INC.Broker
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Harbour Investments, INC.Broker
January 2022 - August 2024 · 2 yrs 7 mos
Harbour Investments, INC.
January 2022 - August 2024 · 2 yrs 7 mos
Cambridge Investment Research Advisors, INC.
February 2018 - December 2021 · 3 yrs 10 mos
Cambridge Investment Research, INC.Broker
September 2017 - December 2021 · 4 yrs 3 mos
Harbour Investments, INC.Broker
August 2017 - September 2017 · 1 mo
Cambridge Investment Research, INC.Broker
March 2016 - September 2017 · 1 yr 6 mos
Cambridge Investment Research, INC.Broker
June 2008 - November 2015 · 7 yrs 5 mos
National Planning CorporationBroker
October 2007 - June 2008 · 8 mos
State Registrations2 states
COWI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.