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Micah Bailey

Advisor at Cambridge Investment Research Advisors — Woodward, OK 1703 Main Street

Updated today

Credentials

Series 66

Experience

1 year

Location

Woodward, OK 73801

Cambridge Investment Research Advisors logo

Cambridge Investment Research Advisors

Institution

Total advisors

3,909

Across 2,197 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

About

Micah Bailey is a financial advisor with Cambridge Investment Research Advisors in Woodward, OK. He holds the Series 66 designation and has one year of experience in the industry. Prior to joining Cambridge, he worked at Medmutual Health Insurance and Farmers Insurance. Cambridge Investment Research Advisors serves a broad mix of clients including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides multiple investment implementation options, including proprietary and third-party model strategies, with both discretionary and non-discretionary approaches tailored to client objectives.

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

Woodward, OK 1703 Main Street

1703 Main Street

Woodward OK 73801

Advisors at this office

2

Most active in

Oklahoma · Texas

Work history

1 year of industry experience

Cambridge Investment Research Advisors, Inc.

2025 - Present • 1 year

Fairfield, IA

Cambridge Investment Research, Inc

2024 - Present • 2 years

Fairfield, IA

Cambridge Investment Research, Inc.

2024 - 2025 • 1 year

Fairfield, IA

Medmutual Health Insurance

2021 - Present • 5 years

Lubbock, TX

Farmers Insurance

2020 - 2021 • 1 year

Lubbock, TX

Lazbuddie ISD

2019 - 2020 • 1 year

Lazbuddie, TX

Camp Blue Haven

2019 - 2019 • 1 year

Las Vegas, NM

Self Employed

2019 - 2019 • 1 year

Lubbock, TX

Lubbock Christian University

2016 - 2018 • 2 years

Lubbock, TX

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

Ernest W

Series 63, Series 66

Woodward, OK

Edward Jones

Ernest Walcher II is a financial advisor at Edward Jones with 20 years of industry experience. He has been with Edward Jones since 2005 and holds Series 63 and Series 66 designations. Outside of his advisory role, he plays professional golf and is involved in oil royalties and investment partnerships. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Gregory C

CFP®, Series 63, Series 65

Woodward, OK

Cambridge Investment Research Advisors

Gregory Covalt is a CFP® professional with 31 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and previously worked at LPL Financial, Investment Centers of America, and Stock Exchange Bank. Outside of advisory roles, he is a member of Covalt Enterprises LLC, a pest control business. Cambridge Investment Research Advisors serves a diverse client base, including individuals of varying net worth levels, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using multiple platform arrangements and both discretionary and non-discretionary strategies.

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

Katherine C

Series 66

Woodward, OK

Edward Jones

Katherine Cockreham Hensley is a financial advisor at Edward Jones in Woodward, OK, holding a Series 66 designation. She has been with Edward Jones since 2025 and has prior work experience in golf management and insurance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Business ownership considerations Family Business Retirement withdrawal strategies Founder/Business Owner Retired

Conrad W

Series 66

Woodward, OK

Edward Jones

Conrad Walcher is a Series 66 licensed financial advisor with Edward Jones in Woodward, Oklahoma, and has seven years of industry experience. He has worked at Edward Jones since 2018 and previously worked at Uber and Wichita State University. Outside of his advisory role, he owns Pork Chop Golf LLC, a business focused on building golf clubs for professional golfers. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Cale S

Series 66

Woodward, OK

Edward Jones

Cale Steadman is a financial advisor with Edward Jones in Woodward, OK, holding a Series 66 designation. He has industry experience dating from 2026 and previously worked at Bank7 for six years. Outside of his advisory roles, he has been involved with Christopher Steadman since 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, SMAs, and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) Business ownership considerations Family Business Inheritance planning Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
user avatar

Kathryn M

Series 66

Woodward, OK

Edward Jones

Kathryn Mc Kinney is a financial advisor at Edward Jones in Woodward, OK, holding the Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, she managed McKinney Group LLC and worked in real estate marketing and the Payne County District Attorney's Office. She also manages a retail business focused on Native American art and jewelry. Edward Jones is a full-service wealth management firm serving a broad client base including individual and institutional investors, offering a range of advisory programs and investment options supported by a large national network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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