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Michael C

ChFC®, Series 63, Series 65

Climax Springs, MO

Cambridge Investment Research Advisors

Michael Curtis is a financial advisor with Cambridge Investment Research Advisors, holding a ChFC® designation and Series 63 and 65 licenses. He has 44 years of industry experience, including over 20 years with Cambridge. Curtis is also involved in several independent insurance agency roles and manages his own financial services firm. 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, and retirement advisory services through a network of independent professionals, offering both proprietary model strategies and access to unaffiliated managers.

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