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Thomas F
Series 66
Rochester, MI
Cambridge Investment Research Advisors
Thomas Forberg is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation. He is based in Rochester, MI, and has been in the industry since 2025. Outside of finance, he has worked in various roles including positions in hospitality and education. Cambridge Investment Research Advisors serves individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and offers a variety of account platforms and proprietary model strategies.
Todd S
Series 66
Rochester, MI
Cambridge Investment Research Advisors
Todd Sterling is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 designation and has 18 years of industry experience. He has worked at Cambridge since 2019 and previously held positions at Raya, Waddell & Reed, and Thrivent Investment Management. Outside of his advisory work, Sterling is the owner of What Blue Moustache LLC. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and manages a multi-billion dollar asset base across multiple platforms.
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