Thomas Michael Sattler
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Cambridge Investment Research Advisors, Inc.Sep 2026 to now
- My One RetirementSep 2024 to now
- Cambridge Investment Research, Inc.Mar 2023 to now
- Byu IdahoSep 2024 to Apr 2025
- Everwood ConstructionFeb 2024 to Sep 2024
- Byu IdahoSep 2023 to Dec 2023
- My One RetirementAug 2023 to Jan 2024
- Nellis AuctionApr 2023 to Jul 2023
- Byu IdahoSep 2022 to Mar 2023
- Napa Auto PartsApr 2022 to Oct 2022
- Gorgeous GaragesFeb 2022 to Mar 2022
- Byu IdahoSep 2021 to Dec 2021
- Basic American FoodsApr 2021 to Jul 2021
- Taco BellJan 2021 to Mar 2021
- Byu IdahoSep 2020 to Dec 2020
- The Perfect CleanAug 2020 to Sep 2020
- WalmartJul 2020 to Aug 2020
- Unemployed/full-time High SchoolJan 2015 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
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
- 7713016
- Firm CRD
- 134139