Matthew G Brakefield

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

• 07/2015 → 07/2020
  Securities America Inc
  Norwood Young America, MN
• 07/2015 → 07/2020
  Securities America Advisors
  Norwood Young America, MN
• 07/2020 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 07/2020 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2015-07-07 → 2020-08-04
  Securities America Advisors, Inc.
  Norwood Young America, MN
• 2013-11-18 → 2015-07-27
  Fintegra, Llc
  Minneapolis, MN
  Norwood Young America, MN
• 2011-02-01 → 2013-11-18
  Investment Centers Of America, Inc.
  Norwood, MN

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING 07/30/20 2) CITIZENS ASSET STRATEGIES, 8925 County Rd 51, Cologne MN 55322, United States, 02/29/2008, President, Notary, INV REL, 60 HR/MO - 40 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2011-01-27
• S63 Uniform Securities Agent State Law Examination
  2008-03-19

Other Names

• Matt Brakefield