Michael D Bird

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

• 05/2008 → 07/2024
  Principal Life Insurance Company
  Charotte, NC
• 03/2016 → 07/2024
  Principal Securities Inc
  Charlotte, NC
• 07/2024 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 07/2024 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2008-05-23 → 2024-07-22
  Principal Securities, Inc.
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
• 2007-01-17 → 2008-03-06
  Edward Jones
  Charlotte, NC
  St. Louis, MO

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 07/2024, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO 120 HR/MO TRADING 2) EVEREST RETIREMENT, 436 Hendon Row Way, Fort Mill SC 29715, United States, 02/04/2025, President, DBA Name, INV REL, 160 HR/MO 150 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2007-01-11
• S63 Uniform Securities Agent State Law Examination
  2006-04-21