Nadine M Burns

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

• 07/2013 → 09/2017
  National Planning Corporation
  South Lyon, MI
• 09/2017 → 10/2023
  Sigma Financial Corporation
  Ann Arbor, MI
• 09/2017 → 10/2023
  Spc
  Ann Arbor, MI
• 10/2023 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 10/2023 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2017-09-22 → 2023-10-30
  Spc
  Ann Arbor, MI
  Ann Arbor, MI
  Washington Township, MI
• 2013-08-13 → 2017-09-26
  National Planning Corporation
  Glastonbury, CT
  Ann Arbor, MI
• 2013-06-17 → 2013-07-16
  Pinnacle Wealth Management, Inc.
  Brighton, MI
• 2013-02-11 → 2013-07-10
  Berthel, Fisher & Company Financial Services, Inc.
  Brighton, MI

Other Businesses

1. CIRA, 1776 Pleasant Plain Rd, Fairfield IA 52556, 10/2023, IAR AFFILIATION, INV REL, 160 HR/MO - 120 HR TRADING 2. A NEW PATH FINANCIAL, 3003 Washtenaw Avenue, Suite 4, Suite 4, Ann Arbor MI 48104, 9/2023, USING A TRADE NAME/DBA FOR MARKETING PURPOSES, NIR, 10 HR/MO - 5 HR TRADING 3. LIGHTHOUSE WEALTH MANAGEMENT, 3003 Washtenaw Avenue, Suite 4, Suite 4, Ann Arbor MI 48104, USING A TRADE NAME/DBA FOR ACCOUNTING PURPOSES, NIR, 10 HR/MO - 5 HR TRADING 4. A NEW PATH FINANCIAL, 11287 Fairlane Drive, South Lyon MI 48178, 9/2017, NOTARY, NIR, 10 HR/MO - 5 HR TRADING

Exams

• S66 Uniform Combined State Law Examination
  2013-02-06
• S63 Uniform Securities Agent State Law Examination
  1993-06-23

Designations

• Certified Financial Planner

Other Names

• Nadine Marie Pokorski
• Nadine Marie Stafford
• Nadine Marie Burns