Michael R. Boyd
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
RHINELANDER, WI 54501
Some features on this profile are disabled
CRD#: 3028688
Professional summary
Michael Ray Boyd, CFP®, ChFC®, CLU®, who also goes by Mike Boyd, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Rhinelander, Wisconsin and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Rhinelander, Wisconsin.
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 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mike Boyd
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.BOYD FINANCIAL SERVICES LLC, 1901 RIVER ST, PO BOX 1084, RHINELANDER, WI, 8/01/2004 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 8/WK - 8/TRADING. 2.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 30/WK - 30/TRADING. 08/29/14. 3.RHINELANDER HIGH SCHOOL TRAP TEAM, 2253 MEMORIAL FOREST RD, RHINELANDER, WI, 1/30/2017 AS BOARD MEMBER. NIR - 10/MO - 0/TRADING. 4.Hodag Sports Club,PO BOX 128, Rhinelander, WI. 10/01/2017. PRESIDENT OF THE Board. Not investment related, 10/monthly, 0/trading. 5.BFS REAL ESTATE, 1901 RIVER ST, RHINELANDER, WI, 5/02/2016 AS PART-OWNER OF LLC TO OWN OFFICE BUILDING. NIR - 6/WK - 0/TRADING. 6.SILENT SHOOTERS, PO BOX 1084, 1901 RIVER ST, RHINELANDE, WI, 10/02/2017, TRUSTEE OF TRUST TO OWN GUNS AND GUN ACCESSORIES, Position of Trust, NIR - 0 HRS. 7.FRIENDS OF NRA, 11250 WAPLES MILL RD, FAIRFAX, VA, 1/01/2016 AS COMMITTEE MEMBER RAISING FUNDS FOR SHOOTING ACTIVITIES IN WISCONSIN. NIR - 5/MO - 0/TRADING. 8.HODAG SPORTS CLUB, INC, PO BOX 128, RHINELANDE, WI, INVESTMENT COMMITTEE MEMBER, 02/01/21, NIR, 5 HR/WK- 1 TRADING HR. 9.HODAG SPORTS CLUB, PO BOX 128, RHINELANDE, WI, BARTENDER LICENSE, 04/30/21, NIR, 10 HR/YR- 0/TRADING HR. 10. OAKS ON LAKE THOMPSON HOME OWNERS ASSOCIATION, Rhinelander WI 54501, United States, 11/20/2023, President, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 1 HR/MO - 1 HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Michael Ray Boyd'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: 2003
Experience
Current
August 29, 2014 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 1901 River Street, Rhinelander, WI 54501RIA
CRD#: 134139
RHINELANDER, WI
Current
August 29, 2014 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 1901 River Street, Rhinelander, WI 54501BD
CRD#: 39543
Rhinelander, WI
Past
July 21, 2006 - September 4, 2014
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
RHINELANDER, WI
Past
July 21, 2006 - July 9, 2007
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
MILWAUKEE, WI
Past
July 21, 2006 - September 4, 2014
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
RHINELANDER, WI
Past
September 7, 2004 - July 17, 2006
PACKERLAND BROKERAGE SERVICES, INC.
RIA
CRD#: 37031
RHINELANDER, WI
Past
September 7, 2004 - July 17, 2006
PACKERLAND BROKERAGE SERVICES, INC.
BD
CRD#: 37031
RHINELANDER, WI
Past
October 14, 2003 - September 7, 2004
GREAT LAKES ADVISORS, LLC
RIA
CRD#: 110757
CHICAGO, IL
Past
October 14, 2003 - September 7, 2004
FOCUSED INVESTMENTS L.L.C.
BD
CRD#: 37532
CHICAGO, IL
Past
April 16, 1998 - October 15, 2003
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
NEW YORK, NY
Past
April 16, 1998 - October 15, 2003
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SPRINGFIELD, MA
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(8/29/2014)
RR
Arkansas(3/31/2025)
RR
California(11/22/2019)
RR
Colorado(1/2/2018)
RR
Florida(8/29/2014)
RR
Idaho(2/14/2024)
RR
Illinois(8/29/2014)
RR
Indiana(8/29/2014)
RR
Iowa(11/18/2021)
RR
Kentucky(12/1/2022)
RR
Maryland(9/17/2024)
RR
Massachusetts(8/29/2014)
RR
Michigan(8/29/2014)
RR
Minnesota(8/29/2014)
RR
North Carolina(11/22/2019)
RR
South Carolina(9/17/2024)
RR
Texas(7/18/2016)
IAR
Texas(7/18/2016)
RR
Washington(6/16/2016)
RR
Wisconsin(8/29/2014)
IAR
Wisconsin(8/29/2014)
RR
Wyoming(9/11/2024)
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
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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#: 134139Rhinelander, WI 54501TRUST BUT VERIFY
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