Michael Aaron Halberg
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
12 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
12 years in the industry.
- Cambridge Investment Research Advisors, Inc.Jun 2026 to now
- Cambridge Investment Research, Inc.Jun 2026 to now
- Ifp Securities, LLCSep 2024 to Jun 2026
- Independent Financial PartnersSep 2024 to Jun 2026
- Virtual Properties RealtyOct 2023 to Dec 2024
- Ifp Securities, LLCJun 2023 to Aug 2024
- Century 21 ResultsOct 2021 to Oct 2023
- Exp RealtyAug 2020 to Oct 2021
- The Closing Co.Aug 2019 to Aug 2020
- Elizabeth Street RealtyAug 2014 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 7774741
- Firm CRD
- 134139