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Mason F

Series 65

Meridian, ID

Cambridge Investment Research Advisors

Mason Foster is a Series 65-licensed advisor with Cambridge Investment Research Advisors, based in Meridian, ID, with four years of industry experience. In addition to his advisory role since 2021, he has served as a police officer and SWAT team member with the Nampa Police Department since 2016. He has also held positions at Boise State University from 2014 to 2018. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent advisors, utilizing a range of portfolio management strategies across multiple custody platforms.

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

Series 63, Series 66

Meridian, ID

Cambridge Investment Research Advisors

Michelle Cady is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 66 licenses and has 26 years of industry experience. She has been with Cambridge Investment Research Advisors since 2007 and associated with Cambridge Investment Research, Inc. since 2001. Outside of her advisory role, she is an independent insurance agent for various companies through CADY Financial Services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing multiple platform arrangements and both proprietary and third-party investment strategies.

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