Deborah Ann Birch

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

• 12/2004 → 12/2020
  Avantax Investment Services, Inc.
  Glenwood Springs, CO
• 09/1987 → Present
  1315 Grand, Llc
  Glenwood Springs, CO
• 06/2009 → 12/2020
  Avantax Advisory Services
  Glenwood Springs, CO
• 09/2017 → 12/2020
  Avantax Insurance Agency, Llc
  Glenwood Springs, CO
• 12/2020 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 12/2020 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2009-06-30 → 2020-12-22
  Avantax Advisory Services
  Glenwood Springs, CO
  Glenwood Springs, CO

Other Businesses

1) ROARING FORK FINANCIAL SERVICES, INC, 817 COLORADO AVE, STE 105, GLENWOOD SPRINGS, CO, CPA/ENROLLED AGENT/TAX PREP/ACCOUNTING SERVICES, NIR, 01/01/86, 30 HR/WK- 20/TRADING 2) 1315 GRAND LLC, 532 HYLAND PARK DR, GLENWOOD SPRINGS, CO, RENTAL REAL ESTATE, 09/01/97, LANDLORD, NIR, 2 HR/MO- 0/TRADING 3)CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING 12/18/20

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-01-06

Designations

• Certified Financial Planner

Other Names

• Deborah Ann Miller
• Deborah Ann Wyckoff