MD
Michael L. Devries
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Wyoming, MI 49519
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CRD#: 2952066
MD
Professional summary
Michael Lawrence Devries, CFP® is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Wyoming, Michigan and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Wyoming, Michigan.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Michael has worked at 3 firms and has passed the Series 63, SIE and Series 7 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-STRATEGIC FINANCIAL SOLUTIONS, 1736 Gezon Parkway, SW, STE 200, Wyoming, MI 49519, 3/2016. INV REL - FINANCIAL PROFESSIONAL UTILIZING DBA NAME. 2-VANDERLUGT, MULDER, DEVRIES, & ELDERS INC, 1736 Gezon Parkway, SW, STE 200, Wyoming, MI 49519, 10/2000 AS OWNER/CPA OF CPA FORM. NIR - 30 HR/WK - 30/TRADING. 3-RETIREMENT PLAN SOLUTIONS LLC, 1736 Gezon Parkway, SW, STE 200, Wyoming, MI 49519, 1/2005 AS OWNING MEMBER PROVIDING TPA SERVICES. NIR - 1 HR/MO - 1/TRADING. 4-MDMANAGEMENT GROUP LLC, 7203 ROLLING HILLS DR, HUDSONVILLE, MI, 5/2014 AS OWNER OF CONSULTING FIRM.I provide accounting, tax, and practice management consulting to Physicians and Dentists - the management consulting consists of various aspects of running a medical or dental practice. NIR - 1 HR/WK - 1/TRADING. 5-NEIGHBORHOOD CHURCH MINISTRIES,1736 Gezon Parkway, SW, STE 200, Wyoming, MI 49519, 1/2004 AS SECRETARY/TREASURER OF COMMUNITY OUTREACH ORGANIZATION. NIR- 1 HR/MO - 0/TRADING. 6-CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 3/2016 AS ADVISORY REP OF A RIA. INV REL - 10 HR/WK - 1/TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Michael Lawrence Devries'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®
Experience
Current
March 22, 2016 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 1736 Gezon Pkwy. Sw Ste. 200, Wyoming, MI 49519RIA
CRD#: 134139
Wyoming, MI
Current
March 18, 2016 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 1736 Gezon Pkwy. Sw Ste. 200, Wyoming, MI 49519BD
CRD#: 39543
Wyoming, MI
Past
October 14, 2010 - April 13, 2016
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
GRANDVILLE, MI
Past
July 6, 1998 - April 13, 2016
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
GRANDVILLE, MI
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(1/2/2024)
RR
Iowa(1/2/2024)
RR
Michigan(3/18/2016)
IAR
Michigan(3/22/2016)
RR
Ohio(5/13/2020)
RR
Texas(1/2/2024)
IAR
Texas(1/2/2024)
RR
Virginia(2/3/2022)
Exams
State Security Law 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#: 134139Wyoming, MI 49519TRUST BUT VERIFY
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