Michael Russell Dunn

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

• 11/2005 → 11/2016
  Massmutual Life Insurance Co
  Nashville, TN
• 11/2005 → 11/2016
  Mml Investors Services
  Nashville, TN
• 11/2016 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 11/2016 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2006-07-03 → 2016-11-08
  Mml Investors Services, Llc
  Brentwood, TN

Other Businesses

1.INDEPENDENT INSURANCE AGENT, 1739 HILLMONT DR, NASHVILLE, TN, 11/2005 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 10 HR/WK - 2/TRADING. 2.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 40 HR/WK -30/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 3. CAPITAL WEALTH ADVISORS, 112 WESTWOOD PL #160, BRENTWOOD, TN, CONTRIBUTING MEMBER, LLC, 11/01/16, INV REL, 1/MO- 1/TRADING 4. NASHVILLE CATHOLIC ATHLETICS, 700 Norwood Dr, Nashville TN 37204, United States, 08/15/2024, Coach, Sport/Fitness/Gaming, NIR, 15HR/MO- 1HR/TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-06-14
• S63 Uniform Securities Agent State Law Examination
  2005-06-27