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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tom? Claim Your ProfileTom McLinden is an investment advisor representative associated with Cambridge Investment Research Advisors, Inc., a firm headquartered in Fairfield, Iowa. Tom has been in the industry since December 1994, providing investment advice and financial planning services to individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Tom holds the Series 6, 7, 24, 63, and 65 licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MI
11/03/2022 - Present
Cambridge Investment Research Advisors, Inc. (Ann Arbor MI)
MI
12/18/2019 - 11/07/2022
WOODBURY FINANCIAL SERVICES, INC. (ANN ARBOR MI)
MI
03/31/2003 - 12/18/2019
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (ANN ARBOR MI)
OH
08/16/1999 - 03/31/2003
CONTINENTAL CAPITAL INVESTMENT SERVICES, INC. (BRYAN OH)
MI
12/07/1994 - 07/23/1999
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
IA
Issued 01/30/2014
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/06/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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