Provo, UT Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

4

Of 3,908 advisors across 2,203 offices

Location

389 N. University Avenue

Provo UT 84601

Advisors at this office

4

Advisors at this office

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Christopher M

Series 63, Series 65, Series 66

Provo, UT

Cambridge Investment Research Advisors

Christopher Morrill is a financial advisor with Cambridge Investment Research Advisors in Provo, Utah, holding Series 63, 65, and 66 licenses and possessing 28 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016. Outside of his advisory role, Morrill serves on the board of the Hobble Creek Bicycle Association and is involved in several entrepreneurial ventures, including software services for financial advisors. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services. The firm offers diverse investment implementation options through multiple platforms, combining 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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Darren W

Series 66, Series 63

Provo, UT

Cambridge Investment Research Advisors

Darren Walker is a financial advisor with Cambridge Investment Research Advisors in Provo, UT, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. He previously worked at Commonwealth Financial Network and Merrill Financial Associates before joining Cambridge in 2022. Outside of his advisory role, he is also commissioned as a notary. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, with a variety of portfolio management and model-based solutions tailored to client needs.

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

Series 63, Series 65

Provo, UT

Cambridge Investment Research Advisors

Travis Ewell is a financial advisor with Cambridge Investment Research Advisors based in Provo, UT. He holds Series 63 and Series 65 designations and has 28 years of industry experience. Prior to his current role, he worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. He is also an owner and partner of Frandsen Morrill Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing a variety of portfolio management strategies and custody platforms.

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

Series 63, Series 65

Provo, UT

Cambridge Investment Research Advisors

Michael Frandsen is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Cambridge since 2016, with prior experience that includes a role at the Church of Jesus Christ of Latter-day Saints. Frandsen is also the founder of MDF Holdings, a real estate venture based in Provo, UT. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements.

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