MW
Michael R. Weber
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
CHAMPAIGN, IL 61820
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CRD#: 1401941
MW
Professional summary
Michael Robert Weber is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Champaign, Illinois and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Champaign, Illinois.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Michael has worked at 5 firms and has passed the Series 63, SIE, Series 62, Series 22 and Series 6 exams.
Question & Answer
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)COORDINATED FINANCIAL SERVICES INC, 1701 S PROSPECT AVE STE 206, CHAMPAIGN, IL, 1/1999 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 20/WK - 15/TRADING. 2)LANDLORD AND SOLE OWNER OF RENTAL PROPERTY, 1010 SOUTH PROSPECT AVE, CHAMPAIGN, IL 61820 ; BEGAN 12/01/1997 ; AS LANDLORD ; NOT INVESTMENT RELATED ; DEVOTES 100 HRS/YR ; NONE DURING TRADING HOURS. 3) PRESIDENT OF COORDINATED FINANCIAL SERVICES INC OUT OF CHAMPAIGN, IL, AS OF 1/1999. THIS ACTIVITY IS INVESTMENT RELATED. DEVOTES 35 HR/WK- 25 HR/TRADING. 4) ILLINOIS PRAIRIE HOSTA SOCIETY, 1819 COVENTRY DRI, CHAMPAIGN, IL, 1/2019 AS PRESIDENT OF SOCIETY TO PROMOTE APPRECIATION & COLLECTION OF HOSTAS. NIR - 40/YR - 0/TRADING. 5) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20/WK - 20/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 6) HANDS OF FAITH FOUNDATION, %Christian Ministry Alliance, P.O. Box 7735, Goodyear AZ 85338, 04/2025, BOARD MEMBER, VOLUNTEER, NIR, 5 HR/MO - 0 HR/MO TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Robert Weber'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®
NoneExperience
Current
October 1, 2014 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 1701 S Prospect Ave Ste 206, Champaign, IL 61820RIA
CRD#: 134139
CHAMPAIGN, IL
Current
October 1, 2014 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 1701 S Prospect Ave Ste 206, Champaign, IL 61820BD
CRD#: 39543
Champaign, IL
Past
November 27, 2006 - October 1, 2014
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
CHAMPAIGN, IL
Past
September 20, 1993 - October 1, 2014
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
CHAMPAIGN, IL
Past
June 18, 1986 - January 14, 1987
GENERAL AMERICAN LIFE INSURANCE COMPANY
BD
CRD#: 3963
Past
October 15, 1985 - September 17, 1993
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
EL SEGUNDO, CA
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(1/3/2017)
RR
Colorado(10/1/2014)
RR
Florida(10/1/2014)
RR
Illinois(10/1/2014)
IAR
Illinois(10/1/2014)
RR
Indiana(10/1/2014)
RR
Kansas(10/1/2014)
RR
Michigan(10/1/2014)
RR
Minnesota(10/1/2014)
RR
Missouri(10/1/2014)
RR
North Carolina(1/3/2022)
RR
Ohio(10/1/2014)
RR
South Dakota(1/4/2021)
RR
Tennessee(5/9/2016)
RR
Texas(5/2/2017)
IAR
Texas(5/2/2017)
RR
Virginia(10/1/2014)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 3/24/2009
Corporate Securities Limited Representative ExaminationGeneral 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
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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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
