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Michelle Lynn Miller

Michelle L. Miller

CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Quincy, IL 62301
Some features on this profile are disabled
CRD#: 6558599
Michelle Lynn Miller

Professional summary

Michelle Lynn Miller, CFP®, who also goes by Michelle Lynn Wittland, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Quincy, Illinois and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Quincy, Illinois.

Michelle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Michelle has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michelle Lynn Wittland

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) MICHELLE MILLER, 1200 HAMPSHIRE, QUINCY, IL, 8/2015, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 120 HR/MO, 6 HR/MO TRADING. 2) CHEERFUL HOME CHILD CARE & EARLY LEARNING CTR, 315 S 5TH, QUINCY, IL, 7/2015, BOARD MEMBER/PRESIDENT, NIR, 2 HR/MO, 2 HR/MO TRADING. 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 4/2016, ADVISORY REP OF A RIA, INV REL, 100 HR/MO, 100 HR/MO TRADING. 4) NOTARY PUBLIC, 1200 HAMPSHIRE, QUINCY, IL, 10/2016. NIR, 2 HR/YR, 0 HR/YR TRADING. 5) QUINCY AREA CHAMBER OF COMMERCE, 300 CIVIC CENTER PLAZA, QUINCY, IL, 01/2019, BOARD MEMBER, CHAIRMAN OF THE BOARD, NIR, 2 HR/MO, 2 HR/MO TRADING. 6) ENCOMPASS LIFE AND WEALTH STRATEGIES, 1200 HAMPSHIRE, QUINCY, IL, DBA, 04/04/18, PERSON OF INFLUENCE, 2 HR/MO, 2 HR/MO TRADING. 7) UNITED COMMUNITY CREDIT UNION, 1001 VERMONT ST, QUINCY, IL, 02/2022, BOARD MEMBER, NIR, 5 HR/MO, 0 HR/MO TRADING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Lynn Miller's CRS (Customer Relationship Summary).
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®

Certified Financial Planner

Start date: 2020

Experience

Current

April 1, 2016 - Present

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Office #1: 1200 Hampshire St., Quincy, IL 62301
RIA
CRD#: 134139
Quincy, IL
Current

April 1, 2016 - Present

CAMBRIDGE INVESTMENT RESEARCH, INC.

Office #1: 1200 Hampshire St., Quincy, IL 62301
BD
CRD#: 39543
Quincy, IL
Past

November 2, 2015 - April 14, 2016

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
QUINCY, IL
Past

September 16, 2015 - April 14, 2016

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
QUINCY, IL

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
Arkansas
(1/11/2024)
RR
Colorado
(9/12/2019)
RR
Florida
(10/6/2025)
RR
Illinois
(4/1/2016)
IAR
Illinois
(4/1/2016)
RR
Iowa
(4/1/2016)
RR
Kansas
(4/1/2016)
RR
Kentucky
(8/31/2022)
RR
Minnesota
(4/1/2016)
RR
Missouri
(4/1/2016)
RR
North Carolina
(4/2/2016)
RR
Oklahoma
(7/11/2023)
RR
South Carolina
(4/1/2016)
RR
South Dakota
(3/2/2022)
RR
Tennessee
(1/3/2022)
RR
Texas
(8/24/2022)
IAR
Texas
(8/24/2022)
RR
Utah
(4/3/2023)
RR
West Virginia
(12/18/2018)
RR
Wisconsin
(4/1/2016)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/9/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/16/2015
General Securities Representative Examination
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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CIRA ADV 2A (9/8/2025)
WEALTHPORT WRAP BROCHURE (9/8/2025)

Regulatory assets under management

Total Number of Accounts438,414
AUM (Assets Under Management)$ 102,413,096,032

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
12/09/2024
Cover Page
Report
04/29/2024
Cover Page
Report

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#: 134139Quincy, IL 62301

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