GB
Gretchen M. Brown
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Eagle, ID
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CRD#: 4029018
GB
Professional summary
Gretchen Michelle Brown, CFP®, who also goes by Gretchen Miller, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Eagle, Idaho and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Eagle, Idaho.
Gretchen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Gretchen has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 6 and Series 30 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gretchen Miller
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) INTEGRITY FINANCIAL, W State Street, Ste C EAGLE ID, 06/2007, Insurance Sales, Insurance/Benefits/Human Resources INV REL, 5/MO 1/TRADING. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD IA, AS ADVISORY REP OF A RIA. INV REL, 30/WK 30/TRADING. 06/2009 3) GT CAPITAL, EAGLE ID, REAL ESTATE, PARTNER, 03/2021, NIR, 2 HR/MO 0 HR/MO TRADING 4) RENTAL PROPERTY, BOISE ID 83709, 11/2022, OWNER, REAL ESTATE, NIR, 1 HR/MO 0 HR/MO TRADING 5)TAX CLARITY, LLC, 395 W State St, Ste D, Eagle ID 83616, United States, 11/4/2024, President, Accounting/Bookkeeping/Payroll Services, NIR, 2 HR/MO 0 HR/MO TRADING 6) GT HOLDINGS, Eagle ID 83616, United States, 11/04/2024, Owner, Real Estate, NIR, 1/MO - 0/Trading
CRS (Client Relationship Summary) - RIA
Click below to view Gretchen Michelle Brown'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: 2015
Experience
Current
June 16, 2009 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #2: 395 W. State St. Suite C, Eagle, ID 83616RIA
CRD#: 134139
Eagle, ID
Current
June 16, 2009 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 395 W. State St. Suite C, Eagle, ID 83616BD
CRD#: 39543
Eagle, ID
Past
January 2, 2009 - June 16, 2009
VSR FINANCIAL SERVICES, INC.
RIA
CRD#: 14503
BOISE, ID
Past
January 2, 2009 - June 16, 2009
VSR FINANCIAL SERVICES, INC.
BD
CRD#: 14503
BOISE, ID
Past
March 19, 2008 - January 2, 2009
LPL FINANCIAL LLC
RIA
CRD#: 6413
BOISE, ID
Past
June 27, 2003 - January 2, 2009
LPL FINANCIAL LLC
BD
CRD#: 6413
BOISE, ID
Past
July 17, 2000 - May 6, 2003
KEYBANC CAPITAL MARKETS INC.
BD
CRD#: 566
CLEVELAND, OH
Past
November 1, 1999 - July 11, 2000
LIBERTY LIFE SECURITIES LLC
BD
CRD#: 47737
DOVER, NH
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
Alaska(8/28/2018)
RR
Arizona(6/16/2009)
RR
California(10/8/2009)
RR
Colorado(7/10/2017)
RR
Idaho(6/16/2009)
IAR
Idaho(6/16/2009)
RR
Kentucky(2/8/2023)
RR
Massachusetts(9/21/2021)
RR
Nevada(4/27/2021)
RR
Oregon(4/6/2010)
RR
Texas(4/10/2025)
IAR
Texas(4/10/2025)
RR
Utah(9/13/2022)
RR
Washington(6/3/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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.
