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Matthew Bontrager

Cambridge Investment Research Advisors, Inc.

Henderson, NV

CRD 8138811

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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:

Current Employers
Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2025-10-08
  • NV RA
    APPROVED
    Since 2025-10-08

Branch Locations

2520 St. Rose Pkwy., Ste. 217, Henderson, NV 89074 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ellsworth & Stout Las Vegas NV 06/2016 01/2018
Anderson Business Advisors Las Vegas NV 01/2018 07/2018
Indiva Advisors Las Vegas NV 07/2018 01/2020
Truebooks Llc Las Vegas NV 01/2020 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 10/2025 Present
Cambridge Investment Research, Inc. Fairfield IA 10/2025 Present
  • 06/2016 → 01/2018
    Ellsworth & Stout
    Las Vegas, NV
  • 01/2018 → 07/2018
    Anderson Business Advisors
    Las Vegas, NV
  • 07/2018 → 01/2020
    Indiva Advisors
    Las Vegas, NV
  • 01/2020 → Present
    Truebooks Llc
    Las Vegas, NV
  • 10/2025 → Present
    Fairfield, IA
  • 10/2025 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
Designations
  • Personal Financial Specialist

View on SEC IAPD

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