TrueAdvisor
TrueAdvisor
MD
CFP
MD
CFP

Michael Dunn

Cambridge Investment Research Advisors, INC.
8 Years of Experience
Indianapolis, IN
May Earn Commission
View SEC Summary
View SEC Summary

Michael Dunn is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Indianapolis, IN, with 8 years of industry experience. 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
—
View Full SEC Brochure

Location

3815 River Crossing Pkwy, Suite 100, Indianapolis, IN, 46240

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Michael works as an Investment Advisor Representative for Cornerstone Financial Advisory, LLC and CIRA since April 2024. These roles are investment-related and take up nearly full-time hours, with a significant portion dedicated to trading.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
April 2024 - Present · 2 yrs 6 mos
Previous Registrations
Lincoln Investment
September 2018 - December 2019 · 1 yr 3 mos
Lincoln InvestmentBroker
January 2018 - December 2019 · 1 yr 11 mos
Schwab Private Client Investment Advisory, INC.
August 2017 - December 2017 · 4 mos
Charles Schwab & CO., INC.
November 2016 - August 2017 · 9 mos
Charles Schwab & CO., INC.Broker
February 2014 - December 2017 · 3 yrs 10 mos
State Registrations1 state
IN
Advisor

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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