Matthew Dick
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
10 yearsExperience
1 stateRegistered in
$138.7BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
10 years in the industry.
- Cambridge Investment Research Advisors, Inc.Mar 2023 to now
- Cambridge Investment Research, Inc.Feb 2022 to now
- Davids House MinistriesApr 2021 to Aug 2021
- Farm Bureau InsuranceFeb 2021 to Jan 2022
- Grand Valley State UniversityAug 2020 to Apr 2021
- Rooted Young Adults MinistryJun 2020 to May 2022
- ShiptJun 2020 to Feb 2021
- Amplified AudioApr 2020 to Aug 2020
- Grand Valley State UniversityAug 2019 to Apr 2020
- Amplified AudioApr 2019 to Aug 2019
- Grand Valley State UniversityAug 2018 to Apr 2019
- Amplified AudioApr 2018 to Aug 2018
- Grand Valley State UniversityAug 2017 to Apr 2018
- Amplified AudioJun 2017 to Aug 2017
- Grand Haven High SchoolSep 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MI).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7510954
- Firm CRD
- 134139