DB
Daniel L. Blamer
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
MIO, MI 48647-9646
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CRD#: 1161485
DB
Professional summary
Daniel Lee Blamer, CFP® is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Mio, Michigan and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Mio, Michigan.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Daniel has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
What are your service offerings?
Retirement Income Management
Comprehensive Financial Planni...
Investment Planning
Retirement Planning
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)TOMAHAWK CREEK CLUB LLC, MIO, MI, 12/05/1987 AS MANAGING MEMBER OF HUNTING CLUB, NIR - 5/YR - 1/TRADING. 2)DANIEL L BLAMER, INDEPENDENT INSURANCE AGENT, 620 S MORENCI ST, MIO, MI, 4/11/1983 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 5/WK - 2/TRADING. 3)BLAMER FINANCIAL SERVICES, INC, 620 S MORENCI ST PO BOX 309, MIO, MI, 01/01/1998, President, Tax Services, NIR, 80 HRS/MO, 40 HRS/MO DURING TRADE. 4)DANIEL AND ANN BLAMER, 1019 W 15TH ST., MIO, MI. OWNER/LANDLORD SINCE 01/01/98. NOT INVESTMENT RELATED. WORKS 1 HOUR SPER MONTH ALL OF WHICH ARE SPENT DURING TRADING HOURS. DUTIES: MY CORPORATION PAYS ME RENT FOR MY OFFICE BUILDING WHICH IS OWNED BY ME AND MY WIFE. 5)LONG SPUR HUNT CLUB LLC, 1727 W CHERRY CREEK RD, MIO, MI, 3/2016 AS OWNING MEMBER OF HUNTING CLUB. NIR - 10/YR - 0/TRADING. 6)CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 10 HR/WK - 5/TRADING. 08/19/09. 7)HOWE FOUNDATION, 883 SNOWMASS DR, ROCHESTER HILLS, MI, 4/15/1995 AS TAX AND ACCOUNTING OFFICER. NIR - 10/YR - 10/TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Lee Blamer's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1992
Experience
Current
March 4, 2010 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 620 S Morenci Ave, Mio, MI 48647-9646RIA
CRD#: 134139
MIO, MI
Current
August 20, 2009 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 620 S Morenci, Mio, MI 48647BD
CRD#: 39543
MIO, MI
Past
July 31, 1990 - August 21, 2009
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
MIO, MI
Past
August 1, 1983 - August 3, 1990
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
OAKDALE, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(1/2/2025)
RR
Florida(8/20/2009)
RR
Indiana(8/20/2009)
RR
Michigan(8/20/2009)
IAR
Michigan(3/4/2010)
RR
Missouri(8/16/2022)
RR
Montana(8/20/2009)
RR
Ohio(8/20/2009)
RR
Pennsylvania(1/8/2025)
RR
Tennessee(1/11/2019)
RR
Texas(4/13/2015)
IAR
Texas(4/13/2015)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Mailing Address
Phone number
(641) 472-5100
Established
Firm type
Fiscal year end
# of Employees
3,361
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 438,414 |
| AUM (Assets Under Management) | $ 102,413,096,032 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/09/2024 | ||
| 04/29/2024 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRD#: 134139Mio, MI 48647-9646TRUST BUT VERIFY
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Contact information
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