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Colleen Bell

President, Innovation and Experience, Director at Cambridge Investment Research Advisors

Investment adviser and broker registrations

Colleen Bell is President, Innovation and Experience, Director of Cambridge Investment Research Advisors, Inc., a Fairfield investment adviser managing $139B. Colleen Bell has been registered as an investment adviser representative through Cambridge Investment Research Advisors since 10 January 2007, has 20 years in the industry across 1 firm and has passed the Series 7, Series 24, Series 66 and Series 99TO.

20
Years in industry
19
Years at firm
1
Adviser firms
1
States registered

From the IAPD record · data retrieved 18 October 2026 · page updated 20 October 2026SEC record

Career

Colleen Bell has been President, Innovation and Experience, Director of Cambridge Investment Research Advisors since August 2022. Colleen Bell is a control person of the firm and directly owns under 5% of it. Colleen Bell holds a B.S. in Management Information Systems from the University of Illinois College of Business.

Cambridge Investment Research Advisors, Inc. is a Fairfield, IA firm with $139B under management, 361,213 clients and 3,496 advisers across 2,340 offices, as of its September 2026 filing.

Colleen Bell joined Cambridge in 2006 after working as an SEC securities examiner. She leads its Innovation and Experience division and serves on its Board of Directors and Executive Council.

  1. Cambridge Investment Research Advisors, Inc.Current
    – present · 19 years
    , · Adviser representative · Firm CRD 134139

Credentials and registrations

Investment adviser representative registrations

Iowa8 October 2007
Status
Approved

Examinations

Series 99TO2 January 2023
Name
Operations Professional Examination
SIECredited
Name
Securities Industry Essentials Examination
Series 661 November 2006
Name
Uniform Combined State Law Examination
Series 2415 May 2006
Name
General Securities Principal Examination
Series 79 January 2006
Name
General Securities Representative Examination

Individual record

Full name
Colleen Mcguire Bell
CRD
5077188

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does Colleen Bell work?

Colleen Bell has been President, Innovation and Experience, Director of Cambridge Investment Research Advisors, Inc. since August 2022, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 11 September 2026

Is Colleen Bell a financial advisor?

Yes. Colleen Bell has a current investment-adviser registration in Iowa, through Cambridge Investment Research Advisors since January 2007.

Source: IAPD individual record, checked 18 October 2026

How many years of experience does Colleen Bell have?

Colleen Bell has 20 years in the financial industry, since March 2006, across 1 adviser firm.

Source: IAPD individual record, checked 18 October 2026

What exams has Colleen Bell passed?

Colleen Bell has passed 4 licensing exams: the Series 7, Series 24, Series 66 and Series 99TO. The earliest, the Series 7, was passed in January 2006. FINRA credited Colleen Bell with the SIE, which began in October 2018.

Source: IAPD individual record, checked 18 October 2026

Leadership at Cambridge Investment Research Advisors

Sources

  1. IAPD individual record, CRD 5077188. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Cambridge Investment Research Advisors, Inc., filed 11 September 2026. Title, control and ownership bands.
  3. Cambridge leadership biographies. Biography, education.

Retrieved 18 October 2026. The SEC record may have been amended since.

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