Michael Anthony Berry

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

• 09/2014 → 05/2018
  Voya Financial Advisors
  Des Moines, IA
• 05/2018 → 05/2020
  Voya Financial Advisors
  West Des Moines, IA
• 05/2020 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 05/2020 → Present
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA

Previous Registrations

• 2010-08-31 → 2020-05-29
  Voya Financial Advisors, Inc.
  Windsor, CT
  Windsor, CT
  Windsor, CT
  Braintree, MA
  Braintree, MA
  Windsor, CT
  West Des Moines, IA
  Toledo, OH
• 2009-09-03 → 2010-09-01
  Directed Services Llc
  Des Moines, IA
  Des Moines, IA
  West Chester, PA
  Des Moines, IA

Other Businesses

1) WEALTH BUILDERS, INC., 1501 42ND STREET, STE 110, WEST DES MOINES, IA 50266, President, INVESTMENT ADVISOR, INV REL, 05/30/18, 50/WK- 40/TRADING 2) WEALTH BUILDERS, INC., 1501 42ND STREET, STE 110, WEST DES MOINES, IA 50266 INDEPENDENT INSURANCE AGENT, INV REL, 05/30/18, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 3/WK- 3/TRADING 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING 05/20/20 4) FINANCIAL INTEGRATORS, 4140 Grand Ave., Des Moines IA 50312, 01/2025, Investment Advisor Representative , DBA Name, INV REL, 180 HR/MO, 140 HR/MO TRADING.

Exams

• S66 Uniform Combined State Law Examination
  1999-08-24

Designations

• Certified Financial Planner

Other Names

• Michael Berry