Michael Dennis Schuster

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2013 → 11/2021
  Principal Life Ins Co
  Grand Island, NE
• 10/2013 → 11/2021
  Principal Securities Inc
  Grand Island, NE
• 10/2013 → 06/2017
  Helix Financial
  Grand Island, NE
• 03/2017 → Present
  Schuster Anderson Wealth Advisors
  Grand Island, NE
• 11/2021 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 11/2021 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2013-10-10 → 2021-11-10
  Principal Securities, Inc.
  Grand Island, NE
  Grand Island, NE
  Elkhorn, NE
  Grand Island, NE
  Grand Island, NE
• 2011-01-03 → 2013-10-09
  Wells Fargo Clearing Services, Llc
  North Platte, NE
  Grand Island, NE
  Valentine, NE
  Omaha, NE
• 2001-11-21 → 2011-01-03
  Wells Fargo Investments, Llc
  Mccook, NE
  North Platte, NE
  Valentine, NE
  Grand Island, NE
  Grand Island, NE
  Grand Island, NE

Other Businesses

1) HHC HOLDINGS LLC, 3008 W Stolley Park Rd, Suite 1, Grand Island NE 68801, 06/2017, OWNER, REAL ESTATE, NIR, 0 HR/MONTH 0 HR/MONTH TRADING 2) SCHUSTER ANDERSON WEALTH ADVISORS, 3008 West Stolley Park Road, Suite 1, Grand Island NE 68801, 05/2017, CEO, DBA, NIR, 20 HR/MONTH 2 HR/MONTH TRADING 3) SCHUSTER WEALTH MANAGEMENT, 13971 South Locust, Doniphan NE 68832, 01/2014, CEO, MANAGEMENT COMPANY, NIR, 10 HR/MONTH 2 HR/MONTH TRADING 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADMINISTRATIVE REP OF A RIA. INV REL, 80 HR/MO- 80 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. 5) SCHUSTER ANDERSON WEALTH ADVISORS, 3008 W. Stolley Park, Grand Island NE, INSURANCE AGENT, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 10/HR MO, 5/HR/MO TRADING 6) STRATEGICALLY ALIGNED WEALTH PARTNERS / 3008 W Stolley Park Road, Suite 1, Grand Island NE 68801 / 01/2023 / PRESIDENT, OWNER OF PARENT COMPANY / NIR / 10 HR/MO 2 HR TRADING 7) PLATTE INSTITUTE, 6910 Pacific Street, Omaha NE 68106, United States, 01/01/2026, Treasurer, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 4 HR/MO - 1 HR/MO TRADING 8) HALL COUNTY LIVESTOCK ASSOCIATION, 700 E Stolley Park Road, Grand Island, NE 68801, START DATE 07/2026, BOARD MEMBER, BOARD MEMBER/OFFICER/DIRECTOR/COMMITTEE MEMBER/BOARD TRUSTEE, NIR, 1 HR/MO - 0 HR/MO TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2001-10-30

Designations

• Certified Financial Planner