Michael Christopher Wilson

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

• 12/2008 → 08/2018
  Mutual Of Omaha
  Charlotte, NC
• 08/2018 → 10/2019
  Pruco Securities, Llc
  Charlotte, NC
• 08/2018 → 10/2019
  The Prudential Insurance Company Of America
  Charlotte, NC
• 10/2019 → 09/2020
  American United Life
  Winston-Salem, NC
• 04/2020 → 09/2020
  Oneamerica Securities
  Winston-Salem, NC
• 04/2021 → Present
  Cambridge Investment Research Inc.
  Fairfield, IA
• 04/2021 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 09/2020 → 04/2021
  Unemployed
  Statesville, NC

Previous Registrations

• 2020-04-24 → 2020-09-21
  Oneamerica Securities, Inc.
  Indianapolis, IN
  Greensboro, NC
• 2018-10-16 → 2019-10-09
  Pruco Securities, Llc.
  Charlotte, NC
• 2017-12-18 → 2018-08-03
  Mutual Of Omaha Investor Services, Inc.
  Wilmington, NC
  Charlotte, NC
  Winston-Salem, NC
  Charlotte, NC
  Wilmington, NC
  Charlotte, NC

Other Businesses

1) GENESIS FINANCIAL SERVICES GROUP, 410 HEATHCOTE DR, STATESVILLE, NC, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 09/01/20, INV REL, 20 HR/WK- 4/TRADING HR. 2) NEW LIFE MISSIONARY BAPTIST CHURCH, 571 S MAIN STREET, TROUTMAN, NC, BOARD MEMBER OF A NON-PUBLIC ENTITY, TRUSTEE, 01/01/19, 2 HR/WK- 0/TRADING HR. 3) CIRA, ADVISORY REP OF AN RIA 1776 PLEASANT PLAIN RD, FAIRFIELD, IA. 04/16/21 INV REL-80HR/MONTH-80HR/MONTH TRADING. IAR THAT MANAGES CLIENT ASSETS OR PREPARES FINANCIAL PLANS FOR A FEE. 4) LEGAL SHIELD, SALES REPRESENTATIVE 1 PRE-PAID WAY, ADA, OK. 05/01/21, NIR, 8 HR/MONTH- 0 HR/MONTH TRADING. 5) FEDERAL PENSION AND RETIREMENT ADVISORS, 211 S CENTER ST, #413, STATESVILLE NC 28677, 03/2024, FOUNDER, INSURANCE/BENEFITS/HUMAN RESOURCES, INV REL, 4 HR/MO - 4 HR/MO TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-12-15
• S63 Uniform Securities Agent State Law Examination
  2006-02-10