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Dina Loomis

9 Years of Experience
Marinette, WI
Broker

Dina Loomis is a registered investment advisor, based in Marinette, WI, with 9 years of industry experience.

Location

1820 Hall Ave., Marinette, WI, 54143

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Dina works in an administrative and customer service role at The Stephenson National Bank & Trust and Stephenson Financial Services, starting in 2018 and 2016 respectively, taking about a third of her time. She is also a Notary Public for the State of Wisconsin since 2020, dedicating minimal time to this.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
January 2026 - Present · 4 mos
Cambridge Investment Research, INC.Broker
January 2026 - Present · 4 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
November 2021 - August 2025 · 3 yrs 9 mos
Cambridge Investment Research, INC.Broker
November 2021 - August 2025 · 3 yrs 9 mos
LPL Financial LLC
July 2016 - November 2021 · 5 yrs 4 mos
LPL Financial LLCBroker
April 2016 - November 2021 · 5 yrs 7 mos
State Registrations1 state
WI
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.