Michael M Delorme

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

• 08/2015 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2015 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 08/2015, AS ADVISORY REP OF A RIA. INV REL, 5 HR/WK 5/TRADING 2) DELORME FINANCIAL SERVICES, 2771 COUNTY RTE 45 FULTON NY, 02/2017, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL, 2 HR/MO 2 HR/TRADING 3) MMDELORME, INC DBA DELORME AND SUMMA FINANCIAL SERVICES, 131 Tallman St, Oswego NY 13069, 02/2017, Owner, Insurance/Benefits/Human Resources, INV REL, 140 HR/MO, 140 HR/MO TRADING. 4) REFORMED PRESBYTERIAN CHURCH OF OSWEGO, 131 TALLMAN STREET OSWEGO NY, 08/2024, ELDER, RELIGIOUS ORGANIZATION, NIR, 8 HR/MO 2 HR/MO TRADING 5) CROSSROADS FINANCIAL ADVISORS, 1023 Washington Rd, Suite 100, Newton KS 67114, United States, 07/2026, Owner, DBA Name, INV REL, 160 HR/MO - 160 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-04-18
• S63 Uniform Securities Agent State Law Examination
  2004-02-25

Other Names

• Michael Delorme