Matthew T Whitcomb

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

Authority	Category	Status	Date
TX	RA	APPROVED	2022-12-13
OH	RA	APPROVED	2022-06-03
CO	RA	APPROVED	2021-02-22

TX RA
APPROVED

Since 2022-12-13
OH RA
APPROVED

Since 2022-06-03
CO RA
APPROVED

Since 2021-02-22

Branch Locations

Highlands Ranch, CO • United States

Kettering, OH • United States

350 Indiana Street Suite 730, Golden, CO 80401 • United States

6105 S. Main Street Ste. 200, Aurora, CO 80016 • United States

1580 N. Logan Street, Denver, CO 80203 • United States

7350 E. Progress Place Ste. 100, Greenwood Village, CO 80111 • United States

355 S. Teller Street #200, Lakewood, CO 80226 • 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

Organization	City	State	From	To
Cambridge Investment Research, Inc.	Fairfield	IA	03/2019	Present
Cambridge Investment Research, Inc.	Fairfield	IA	03/2019	Present
Financial Resource Partners, Llc	Greenwood Village	CO	06/2012	04/2019
Cambridge Investment Research Advisors, Inc.	Fairfield	IA	02/2021	Present

03/2019 → Present

Cambridge Investment Research, Inc.

Fairfield, IA
03/2019 → Present

Cambridge Investment Research, Inc.

Fairfield, IA
06/2012 → 04/2019

Financial Resource Partners, Llc

Greenwood Village, CO
02/2021 → Present

Cambridge Investment Research Advisors, Inc.

Fairfield, IA

Other Businesses

1) FINANCIAL RESOURCES PARTNERS LLC, 6992 S KNOLLS WAY CENTENNIALCO 80122, 06/2012. ADMINISTRATIVE ASSISTANT. INV REL, 160 HR/MO 160 HR/MO TRADING 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO 80 HR/MO TRADING, 02/2021 3) MATTHEW WHITCOMB LLC, 6992 S KNOLLS WAY CENTENNIALCO 80122, 02/2023, INDEPENDENT INSURANCE AGENT FOR VAIROUS INDEPENDENT INSURANCE AGENCIES, INV REL, 40 HR/MO 40 HR/MO TRADING 4) FINANCIAL RESOURCE PARTNERS, LLC, 6992 S KNOLLS WAY, CENTENNIAL CO 80122-1739, United States, 06/06/2012, W2 Employee, Insurance/Benefits/Human Resources, INV REL, 160 HR/MO - 160 HR/MO TRADING 5) ASPEN CREEK INVESTMENTS, LLC, 5600 S. Quebec St Suite 141-B, Greenwood Village CO 80111 United States, 02/01/2026, Investment Advisor Representative, DBA Name, NIR, 10 HR/MO - 1 HR/MO TRADING

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-03-13

S66 Uniform Combined State Law Examination

2020-03-13

Designations

Certified Financial Planner

View on SEC IAPD