Michael Curtis, financial advisor Muscatine IA
93 score

Michael Curtis

CRD Number: 1035990
Current Firm: Cambridge Investment Research Advisors, Inc.

Michael Curtis (CRD# 1035990) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Muscatine, IA and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Oct 2006 - Current 10
Cambridge Investment Research, Inc. Fairfield, IA Oct 2006 - Current 10
Northwestern Mutual Investment Services, LLC Muscatine, IA Oct 2003 - Oct 2006 3
Northwestern Mutual Investment Services, LLC Davenport, IA Jul 1988 - Oct 2006 18
Nml Equity Service, Inc. Milwaukee, WI Mar 1982 - Oct 2006 24
Northwestern Mutual Life Milwaukee, WI Jun 1975 - Oct 2006 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1988
S65 NASAA Investment Advisors Law Examination Aug 2005
Contact Info for Michael R. Curtis
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • FL
  • IA
  • TX
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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