Daniel Harold Bolda

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

• 09/1996 → Present
  Self Employed
  Farmington Hills, MI
• 05/2007 → 01/2017
  Commonwealth Financial Network
  Waltham, MA
• 05/2007 → 01/2017
  Michigan Pension And Financial Inc.
  Farmington Hills, MI
• 01/2017 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 01/2017 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2010-04-14 → 2017-01-17
  Commonwealth Financial Network
  Waltham, MA
  Farmington Hills, MI

Other Businesses

1.MICHIGAN PENSION & FINANCIAL INC, 31313 Northwestern Hwy., STE 100, FARMINGTON HILLS, MI, 10/1996 AS OWNER/INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 100/YR - 2/TRADING. 2.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 520/YR - 10/TRADING. 01/16/17 3.Michigan Pension & Financial, 31313 Northwestern Hwy, Suite 100, Farmington Hills MI 48334, United States, 10/1996, Investment Advisor Representative, Insurance/Benefits/Human Resources, Investment Related, 120 HR/MO, 120 HR/MO Trading 4.HJ Capital Partners, LLC, 31313 Northwestern Hwy, Suite 100, Farmington Hills MI 48334, United States, 08/2025, W2 Employee, Employee (receive a W-2), Investment Related, 120 HR/MO, 120 HR/MO Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-01-07

Designations

• Certified Financial Planner