MJ
Martha S. Johnson
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Wichita, KS 67203
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CRD#: 1419361
MJ
Professional summary
Martha S Johnson, who also goes by Marti Johnson, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Wichita, Kansas and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Wichita, Kansas.
Martha is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Martha has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Marti Johnson
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) MARTHA S JOHNSON, SOLE PROP, INDEPENDENT INSURANCE AGENT, 800 E 1ST, STE 300, WICHITA, KS, 7/2014, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 15 HR/WK 15/TRADING. 2) STEEL SUNFLOWERS LLC, 5200 S 247TH W GODDARD KS, 01/2006, MANAGER, FAMILY FARMING OPERATION, 4 HR/MO 0 HR/MO TRADING. 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL, 40 HR/WK 40/TRADING. 07/2014. 4) THE KANSAS BAPTIST CONVENTION FOUNDATION INC, 5833 SW 29TH ST TOPEKA KS, 03/02019. BOARD MEMBER, PROVIDE OVERSIGHT TO FOUNDATION MONEY MANAGEMENT, APPROVE MARKETING OBJECTIVES AND RESOURCES, APPROVE BROAD INVESTMENT OBJECTIVES. NIR, 30/YR 0/TRADING. 5) GIRLS SCOUTS KANSAS HEARTLAND, 360 S LEXINGTON RD WICHITA KS, NON-PROFIT VOLUNTEER, 03/2020, NIR, 100/yr 0/trading 6) FINANCIAL PLANNING ASSOCIATION OF KANSAS, FPA OF KANSAS, WICHITA KS, 01/2021, NIR, 2 HR/MO 0/TRADING HR. 7) GARDEN PLAIN COMMUNITY CHURCH, 230 SECTION LINE ROAD GARDEN PLAIN KS 67050, 01/2023, COMMITTEE MEMBER, RELIGIOUS, NIR, 2 HR/MO 0 HR/MO TRADING 8) CORENORTH CAPITAL PLANNING DBA, 800 E. 1st St, Ste 300, Wichita KS 67202, 07/2014, DBA/OBA submission, DBA Name, INV REL, 175 HR/MO, 150 HR/MO TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Martha S Johnson'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
July 14, 2014 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 727 N Waco Ste 100, Wichita, KS 67203RIA
CRD#: 134139
Wichita, KS
Current
July 14, 2014 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 727 N Waco Ste. 570, Wichita, KS 67203BD
CRD#: 39543
WICHITA, KS
Past
December 1, 2000 - July 17, 2014
NEW ENGLAND SECURITIES
RIA
CRD#: 615
ST. LOUIS, MO
Past
September 30, 1998 - July 17, 2014
NEW ENGLAND SECURITIES
BD
CRD#: 615
ST. LOUIS, MO
Past
October 22, 1985 - October 21, 1998
MONY SECURITIES CORPORATION
BD
CRD#: 4386
NEW YORK, NY
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
Alabama(7/14/2014)
RR
Arizona(7/14/2014)
RR
Colorado(6/19/2025)
RR
Florida(10/5/2023)
RR
Illinois(7/14/2014)
RR
Kansas(7/14/2014)
IAR
Kansas(7/14/2014)
RR
Missouri(7/14/2014)
RR
Ohio(7/14/2014)
RR
Oklahoma(7/14/2014)
RR
Oregon(7/14/2014)
RR
Pennsylvania(3/26/2025)
RR
South Carolina(7/14/2014)
RR
Texas(7/14/2014)
IAR
Texas(1/3/2017)
RR
Virginia(6/25/2015)
RR
Washington(7/14/2014)
RR
Wisconsin(5/2/2016)
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
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.
Company Information
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRD#: 134139Wichita, KS 67203TRUST BUT VERIFY
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