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Michael B

Series 63, Series 65

Boulder, CO

Cambridge Investment Research Advisors

Michael Brady is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014 and also owns Generosity Wealth Management LLC, which he has operated since 2008. Outside of his advisory roles, Brady serves as treasurer of the Prison Mindfulness Institute, a 501(c)(3) charity, and is involved as an alumni advisor for Lambda Chi Alpha fraternity. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial wellness services, delivered through a network of independent Financial Professionals who utilize a range of portfolio management strategies and platform arrangements tailored to client objectives.

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

Series 66

Boulder, CO

Cambridge Investment Research Advisors

Autumn Davidson is a Series 66-licensed financial advisor with three years of industry experience. She is currently with Cambridge Investment Research Advisors and previously worked at Equitable Advisors, LLC. Outside of finance, she has experience working in the food service industry, including positions at Nick-n-Willy's Pizza and Southern Sun Pub and Brewery. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of services through independent Financial Professionals, including financial planning, investment management, and retirement plan advisory, with access to both proprietary and third-party strategies tailored to client objectives.

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