Caden Robert Lee

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

• 05/2024 → 03/2026
  Mml Investors Services, Llc
  Madison, WI
• 05/2024 → 03/2026
  Massmutual Life Insurance Company
  Madison, WI
• 03/2023 → 07/2023
  Crunch Fitness
  Madison, WI
• 06/2019 → 11/2023
  Delta Airlines
  Madison, WI
• 07/2018 → 07/2019
  Kwik Trip
  Mount Horeb, WI
• 07/2018 → 09/2023
  C. Lee Enterprises Llc
  Mount Horeb, WI
• 05/2014 → 07/2018
  Unemployed
  Mount Horeb, WI
• 12/2023 → 04/2024
  Unemployed
  Mount Horeb, WI
• 04/2026 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 04/2026 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2025-04-25 → 2026-03-17
  Mml Investors Services, Llc
  Madison, WI

Other Businesses

1) CIRA, 1776 Pleasant Plain Road, Fairfield, IA 52556, 04/2026, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO, 120 HR/MO TRADING 2) BRIGHT FORECAST, 6401 Punam Rd., Madison WI 53711, 04/2026, OWNER, OWNER/PARTNER OF A BUSINESS ENTITY, NIR, 180 HR/MO, 180 HR/MO TRADING 3) BRIGHT FORECAST, 6401 Putnam Road Madison WI 53711 United States, 04/2026, Agent, Insurance/Benefits/Human Resources, NIR, HR/MO: 10 – HR/MO TRADING: 10

Exams

• S66 Uniform Combined State Law Examination
  2025-04-17

Other Names

• Caden Lee