Thomas Roy Forberg

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

• 08/2021 → 05/2025
  Michigan State University
  East Lansing, MI
• 09/2012 → 06/2017
  Birmingham Covington Schools
  Birmingham, MI
• 09/2017 → 05/2021
  Wylie E. Groves High School
  Beverly Hills, MI
• 03/2019 → 03/2020
  Buddys Pizza
  Bloomfield Hills, MI
• 03/2021 → 08/2021
  Tomatoes Apizza
  Birmingham, MI
• 05/2025 → Present
  Sterling Wealth Solutions
  Rochester Hills, MI
• 09/2023 → 04/2024
  Dublin Square Pub
  East Lansing, MI
• 11/2021 → 05/2022
  Panera Bread
  East Lansing, MI
• 05/2022 → 08/2022
  Market Square
  Birmingham, MI
• 05/2023 → Present
  Bloomfield Hills Country Club
  Bloomfiled Hills, MI
• 05/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 10/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2026 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Other Businesses

1) THOMAS ROY FORBERG, 350 W Long Lake Rd, Bloomfield Hills MI 48304, START DATE 05/2023, W2 Employee, Food/Beverage Services, NIR, 50 HR/MO, 0 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2026-04-28