Nadine M. Burns
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Ann Arbor, MI 48104
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CRD#: 2288073
Professional summary
Nadine M Burns, AIF®, CFP®, who also goes by Nadine Marie Burns, Nadine Marie Pokorski, Nadine Marie Stafford, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Ann Arbor, Michigan and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Ann Arbor, Michigan.
Nadine is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Nadine has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Nadine Marie Burns | Nadine Marie Pokorski | Nadine Marie Stafford
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. CIRA, 1776 Pleasant Plain Rd, Fairfield IA 52556, 10/2023, IAR AFFILIATION, INV REL, 160 HR/MO - 120 HR TRADING 2. A NEW PATH FINANCIAL, 3003 Washtenaw Avenue, Suite 4, Suite 4, Ann Arbor MI 48104, 9/2023, USING A TRADE NAME/DBA FOR MARKETING PURPOSES, NIR, 10 HR/MO - 5 HR TRADING 3. LIGHTHOUSE WEALTH MANAGEMENT, 3003 Washtenaw Avenue, Suite 4, Suite 4, Ann Arbor MI 48104, USING A TRADE NAME/DBA FOR ACCOUNTING PURPOSES, NIR, 10 HR/MO - 5 HR TRADING 4. A NEW PATH FINANCIAL, 11287 Fairlane Drive, South Lyon MI 48178, 9/2017, NOTARY, NIR, 10 HR/MO - 5 HR TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Nadine M Burns'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: 2017
Experience
Current
October 30, 2023 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 455 E Eisenhower Pkwy. Ste 220, Ann Arbor, MI 48104RIA
CRD#: 134139
Ann Arbor, MI
Current
October 30, 2023 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 455 E Eisenhower Pkwy Ste. 220, Ann Arbor, MI 48104BD
CRD#: 39543
Ann Arbor, MI
Past
September 22, 2017 - October 30, 2023
SPC
RIA
CRD#: 110692
Ann Arbor, MI
Past
September 22, 2017 - October 30, 2023
SIGMA FINANCIAL CORPORATION
BD
CRD#: 14303
Ann Arbor, MI
Past
August 13, 2013 - September 26, 2017
NATIONAL PLANNING CORPORATION
RIA
CRD#: 29604
ANN ARBOR, MI
Past
August 5, 2013 - September 26, 2017
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
ANN ARBOR, MI
Past
June 17, 2013 - July 16, 2013
PINNACLE WEALTH MANAGEMENT, INC.
RIA
CRD#: 166853
BRIGHTON, MI
Past
February 11, 2013 - July 10, 2013
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
RIA
CRD#: 13609
CEDAR RAPIDS, IA
Past
July 4, 2012 - July 10, 2013
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
BD
CRD#: 13609
CEDAR RAPIDS, IA
Past
June 15, 1995 - October 31, 1996
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
CONSHOHOCKEN, PA
Past
October 30, 1992 - June 2, 1995
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
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
Florida(10/30/2023)
RR
Michigan(10/30/2023)
IAR
Michigan(10/30/2023)
RR
New Jersey(10/30/2023)
RR
Virginia(10/30/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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.
