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Michelle Lynn Martin

Cambridge Investment Research Advisors, Inc.

Fort Wayne, IN

Colorado Springs , CO

CRD 3156976

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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

AuthorityCategoryStatusDate
CO RA APPROVED 2026-03-02
IN RA APPROVED 2026-02-27
  • CO RA
    APPROVED
    Since 2026-03-02
  • IN RA
    APPROVED
    Since 2026-02-27

Branch Locations

7230 Engle Road, Suite 313, Fort Wayne, IN 46804 • United States

Colorado Springs , CO • 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
OrganizationCityStateFromTo
Phillips Financial Management, Llc Fort Wayne IN 07/2004 02/2026
Cambridge Investment Research, Inc. Fairfield IA 02/2026 Present
Foxworthy Wealth Advisors, Llc Fort Wayne IN 02/2026 Present
  • 07/2004 → 02/2026
    Phillips Financial Management, Llc
    Fort Wayne, IN
  • 02/2026 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 02/2026 → Present
    Foxworthy Wealth Advisors, Llc
    Fort Wayne, IN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-01-29
  • S66 Uniform Combined State Law Examination
    2005-01-29
Other Names
  • Michelle Poinsett

View on SEC IAPD

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SOLVE CONSULTING GROUP, LLC
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Nearby Investors

GEORGE ROBERT DONNER
ADAM ANTHONY BEARD
JOHN DAVID MEYER

Nearby Offices

MONARCH CAPITAL MANAGEMENT INC · FORT WAYNE, IN
SOLVE CONSULTING GROUP, LLC · FORT WAYNE, IN
EDWARD JONES · FORT WAYNE, IN

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