Paul Arthur Storm

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

• 11/2009 → 08/2021
  Wells Fargo Advisors Financial Network Llc
  Akron, OH
• 08/2021 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2021 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2009-11-12 → 2021-08-31
  Wells Fargo Advisors Financial Network, Llc
  Akron, OH
• 2002-10-11 → 2009-12-02
  Ubs Financial Services Inc.
  Akron, OH
  Akron, OH
• 1995-05-04 → 2002-10-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Akron, OH

Other Businesses

1) PS WEALTH STRATEGIES LLC, 730 Red Rock Dr, Wadsworth OH 44281, 10/2009, Owner/Partner of a Business Entity, LLC that income, NIR 5 HR/MO - 0 HR/MO TRADING 2) WADSWORTH UNITED METHODIST CHURCH, 195 Broad St, Wadsworth OH 44281, 01/2010, member of church finance committee, NIR, 2 HR/MO - 0 HR/MO TRADING 3) PS WEALTH STRATEGIES LLC, 3700 MASSILLON RD SUITE 370 UNIONTOWN OH 44685, 11/2023, OWNER, DBA, INV REL, 210 HR/MO 180 HR/MO TRADING 4) NETTWORTH FINANCIAL GROUP, 3700 Massillon Rd., Suite 370, Uniontown OH 44685, 08/07/2021, This is a marketing name- there is no ownership role, Marketing, NIR, 10 HR/MO, 5 HR/MO TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-02-24
• S63 Uniform Securities Agent State Law Examination
  1983-01-11