Michael Stephen Huard

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

• 08/1984 → 06/2022
  Mml Investors Services, Inc.
  Medford, OR
• 06/2022 → 03/2024
  The On Equity Sales Company
  Cincinnati, OH
• 03/2022 → 03/2024
  Ohio National Financial Services
  Medford, OR
• 03/2024 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 04/2025 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Other Businesses

1) SUPERIOR ATHLETIC CLUB, 727 CARDLEY AVE, UNIT 313, MEDFORD, OR, 01/2024, COACH, PERSONAL TRAINING, NIR, 6 HR/MO, 6 HR/MO TRADING. 2) MICHAEL HUARD, 3126 ALAMEDA ST, UNIT 313, MEDFORD, OR, 01/2024, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 20 HR/MO, 20 HR/MO TRADING. 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, 4/2025, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING.

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-12-30

Designations

• Chartered Financial Consultant