Michelle Gleba Rafalski

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

• 07/2019 → Present
  Cambridge Investment Research Inc.
  Fairfield, IA
• 10/2020 → Present
  Cambridge Investment Research Inc.
  Fairfield, IA
• 07/2011 → 07/2019
  Marcus & Millichap
  Southfield, MI
• 02/2021 → Present
  Cambridge Investment Research Advisors Inc.
  Fairfield, IA

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 02/2021, AS ADVISORY REP OF A RIA, INV REL, 160 HRS/MO, 120 HRS/MO TRADING. 2) GLEBA & ASSOCIATES, 5435 CORPORATE DR, STE 230, TROY, MI, 03/2020, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 0 HR/MO, 0 HR/MO TRADING. 3) BIRMINGHAM BLOOMFIELD CHAMBER OF COMMERCE, 725 S. ADAMS RD., SUITE 130, BIRMINGHAM, MI, 01/2023, BOARD MEMBER, CHAMBER OF COMMERCE, NIR, 5 HRS/MO, 3 HRS/MO TRADING. 4) ROYAL OAK CHAMBER OF COMMERCE, 200 S WASHINGTON AVE, ROYAL OAK, MI, 01/2023, CO-CHAIR, NETWORKING, NIR, 5 HRS/MO, 0 HRS/MO TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2021-01-28

Other Names

• Michelle Anne Gleba