Casey Marie Ford

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

• 12/2024 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 07/2024 → 01/2026
  Cambridge Investment Research, Inc
  Fairfield, IA
• 05/2017 → 08/2017
  Corner Bakery Cafe
  Highlands Ranch, CO
• 08/2018 → 01/2020
  Murdoch's Ranch And Home Supply
  Littleton, CO
• 06/2021 → 08/2021
  Montessori School At Lone Tree
  Lone Tree, CO
• 06/2022 → 08/2022
  Montessori School At Lone Tree
  Lone Tree, CO
• 06/2023 → 08/2023
  Moody Insurance Agency
  Denver, CO
• 08/2016 → 06/2020
  Mountain Vista High School
  Highlands Ranch, CO
• 09/2020 → 06/2024
  University Of Denver
  Denver, CO
• 07/2024 → 01/2026
  Lotus Financial Partners
  Centennial, CO
• 07/2025 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 01/2026 → Present
  Lotus Financial Partners
  Centennial, CO

Other Businesses

1) BELLA LUNA INC., 7200 E Dry Creek Rd, Ste D-204, Centennial CO 80112, 07/2024, ADMIN, ASSOCIATE ADVISOR, NIR, 4 HR/MO - 4 HR/MO TRADING. 2) CANYONERO SERVICES, INCORPORATED, 9175 E Kenyon Avenue, Suite 100, Denver CO 80237, 09/2024, MARKETING ASST, NIR, 20 HR/MO - 20 HR/MO TRADING. 3) LOTUS FINANCIAL PARTNERS, 7200 E Dry Creek Road, Suite D-204, Centennial, CO 80112, 07/2024, Administrative Assistant / Pending Associate Advisor, DBA Name, INV REL, 160 HR/MO, 130 HR/MO TRADING. 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADMINISTRATIVE REP OF AN RIA. INV REL, 160 HR/MO, 120 HR/MO TRADING, 07/2025

Exams

• S66 Uniform Combined State Law Examination
  2025-05-28