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Matthew B Carrier

Advisor at Cambridge Investment Research Advisors — Decatur, IN

Updated today

Credentials

Series 63, Series 65

Experience

22 years

Location

Decatur, IN 46733

Cambridge Investment Research Advisors logo

Cambridge Investment Research Advisors

Institution

Total advisors

3,913

Across 2,202 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

About

Matthew Carrier is a financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Cetera and First Merchants Bank. Cambridge Investment Research Advisors serves a broad client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through independent Financial Professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Self-Employed

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Fee options

Fixed

For financial planning and consulting, flat fees generally do not exceed $25,000 but may be higher based on complexity; For WealthPort setup fee generally less than 1% of assets or $1,000

Percentage

$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%

Commissions

Financial Professionals acting as Registered Representatives receive commissions on securities and insurance sales

Project-based

Generally up to $500 per hour for financial planning and consulting services; up to $500 per hour for retirement plan advisory services

Subscriptions

Financial Wellness services paid by employer; flat or hourly fees per agreement

Other

Account minimum: $5,000 Minimum fee: Minimum WealthPort program fee of $250 annually for CAAP® and UMA accounts

Location

See office

Decatur, IN

900 S 13th Street

Decatur IN 46733

Advisors at this office

1

Most active in

Indiana · Ohio

Work history

22 years of industry experience

Cambridge Investment Research Advisors

2025 - Present • 1 year

Fairfield, IA

Cambridge Investment Research, Inc.

2025 - Present • 1 year

Fairfield, IA

Cetera

2014 - 2025 • 11 years

Fort Wayne, IN

Cetera Investment Services

2013 - 2025 • 12 years

St. Cloud, MN

First Merchants Bank

2013 - 2025 • 12 years

Fort Wayne, IN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Michael H

Series 63, Series 66

Decatur, IN

Midwest Capital Financial Advisors, LLC

Michael Hamilton is a financial advisor at Midwest Capital Financial Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fortune Financial Services and Moneyblock. In addition to his advisory role, he is president and owner of Midwest Capital Resources, Inc., where he provides insurance consulting and sales of non-registered insurance products. Midwest Capital Financial Advisors, LLC is a state-registered investment adviser with two advisors managing approximately $12.9 million in client assets. The firm serves individuals, trusts, charitable organizations, and employer-sponsored plans, offering portfolio management, financial planning, and retirement-plan services using a combination of fundamental and technical analysis alongside various trading strategies.

College savings (529s, UTMA, etc.) Cash flow / budgeting Retired
user avatar

Jerry B

Series 65

Decatur, IN

Midwest Capital Financial Advisors, LLC

Jerry Baughman is a financial advisor at Midwest Capital Financial Advisors, LLC with a Series 65 credential and recent experience in the financial services industry since 2023. Prior to joining the firm, he held roles at Midwest Capital Resources and Collins Mobile LLC, among others. He is also an insurance agent at Midwest Capital Resources, a non-investment related insurance agency. Midwest Capital Financial Advisors, LLC is a state-registered investment adviser serving approximately 100 clients with $12.9 million in assets under management. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, employing a combination of fundamental and technical analysis alongside various investment strategies.

College savings (529s, UTMA, etc.) Cash flow / budgeting Retired
user avatar

Brad J

Series 65

Hoagland, IN

Thrivent Advisor Network, LLC

Brad Jeffrey is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 65 designation and five years of industry experience. He previously worked at Lincoln Financial Group for 16 years before joining Thrivent Advisor Network in 2021. Thrivent Advisor Network serves a diverse client base including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory, utilizing low-cost diversified mutual funds and ETFs alongside other investment options.

Annuities College savings (529s, UTMA, etc.) Private / alternative investments
user avatar

Joshua S

Series 66

Decatur, IN

OneAscent Financial Services LLC

Joshua Smith is a financial advisor with OneAscent Financial Services LLC in Decatur, Indiana, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Cambridge Investment Research Inc., and First Bank of Berne. He also volunteers with Lifewise Academy. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm provides discretionary and non-discretionary asset management, financial planning, and utilizes both advisor-managed and model-based investment programs, including Unified Managed Account solutions.

Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Real estate investing Executive
user avatar

Kaden B

Series 65

Bluffton, IN

OneAscent Financial Services LLC

Kaden Bussel is a financial advisor with OneAscent Financial Services LLC, holding a Series 65 designation and two years of industry experience. His work background includes roles at OneAscent Financial Services and Strategence Capital LLC, as well as positions in education and community organizations. Outside of advising, he is the owner of H&K Estates LLC, a business that manages a residential duplex. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm provides a range of services including discretionary and non-discretionary asset management, financial planning, and outsourcing solutions, utilizing individualized asset-allocation strategies and various overlay and automated management platforms.

Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Real estate investing Executive
user avatar

Davon B

Series 63, Series 65

Hoagland, IN

Thrivent Advisor Network, LLC

Davon Bultemeier is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His career includes roles at Thrivent Investment Management Inc., Purshe Kaplan Sterling Investments, and THRIVENT FINANCIAL for Lutherans. Outside of advisory work, he serves on the Board of Directors for Concordia Lutheran High School, overseeing governance of its $26 million endowment. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, businesses, retirement plans, and charitable organizations. The firm focuses on long-term investment strategies, utilizing customized asset allocations with low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by integration within the broader Thrivent group.

Annuities College savings (529s, UTMA, etc.) Private / alternative investments
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