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ChFC
MH
ChFC

Michael Huard

Cambridge Investment Research Advisors, INC.
41 Years of Experience
Medford, OR
1 DisclosureBrokerSells Insurance
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Michael Huard is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Medford, OR, with 41 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.

Cambridge Investment Research Advisors, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3940 advisors
Number of Clients
361,213 clients
Average Client Portfolio
$384K average
Assets Under Management
$138.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Medford, OR

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
July 2023
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Michael works as a coach and personal trainer at Superior Athletic Club, dedicating minimal time. He is also an independent insurance agent for various companies, spending about 10-20% of his time on this activity. Finally, he is an investment advisor representative of a registered investment advisor, spending about half of his time on this activity.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
April 2025 - Present · 1 yr 6 mos
Cambridge Investment Research, INC.Broker
March 2024 - Present · 2 yrs 7 mos
Previous Registrations
The O.N. Equity Sales CompanyBroker
June 2022 - March 2024 · 1 yr 9 mos
MML Investors Services, LLCBroker
June 1985 - June 2022 · 37 yrs
State Registrations5 states
AZCAHIORWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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