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Matthew Carrier

Advisor at Cambridge Investment Research Advisors

Updated today

Location

Decatur, IN 46733

Credentials

Series 63, Series 65

Industry experience

22 years

About

Matthew Carrier is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 22 years of industry experience, including over a decade at Cetera and First Merchants Bank. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Retired Founder/Business Owner Executive

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Fee options

Fixed

Financial Planning and Consulting flat fees generally do not exceed $25,000; Financial Wellness flat fee agreements also offered; Retirement Plan Advisory flat fees negotiated

Percentage

$0 - $100,000: up to 1.50% $100,000 - $250,000: up to 1.25% $250,000+: up to 1.00%

Commissions

Financial Professionals may receive commissions in their capacity as Registered Representatives for securities and insurance products

Project-based

Financial Planning and Consulting hourly fees generally do not exceed $500/hour; Retirement Plan Advisory and Consulting Services up to $500/hour

Other

Account minimum: $25,000 Minimum fee: Setup fee generally the lesser of 1% of assets under management or $1,000; combined setup fee and advisory fee not to exceed 3% of AUM; service fee up to $300 Fee-only: Financial Planning and Consulting fees include flat fees up to $25,000, hourly fees generally not exceeding $500/hour, asset-based fees for investment consulting

Location

900 S 13th Street

Decatur, IN 46733

Most active in

Indiana · Ohio

Work history

Cambridge Investment Research Advisors

2025 - Present (1 year)

Cambridge Investment Research, Inc.

2025 - Present (1 year)

Cetera

2014 - 2025 (11 years)

Cetera Investment Services

2013 - 2025 (12 years)

First Merchants Bank

2013 - 2025 (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael H

Series 63, Series 66

Decatur, IN

Midwest Capital Financial Advisors, LLC

Michael Hamilton is a financial advisor at Midwest Capital Financial Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fortune Financial Services and Moneyblock. In addition to his advisory role, he is president and owner of Midwest Capital Resources, Inc., where he provides insurance consulting and sales of non-registered insurance products. Midwest Capital Financial Advisors, LLC is a state-registered investment adviser with two advisors managing approximately $12.9 million in client assets. The firm serves individuals, trusts, charitable organizations, and employer-sponsored plans, offering portfolio management, financial planning, and retirement-plan services using a combination of fundamental and technical analysis alongside various trading strategies.

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Jerry B

Series 65

Decatur, IN

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Jerry Baughman is a financial advisor at Midwest Capital Financial Advisors, LLC with a Series 65 credential and recent experience in the financial services industry since 2023. Prior to joining the firm, he held roles at Midwest Capital Resources and Collins Mobile LLC, among others. He is also an insurance agent at Midwest Capital Resources, a non-investment related insurance agency. Midwest Capital Financial Advisors, LLC is a state-registered investment adviser serving approximately 100 clients with $12.9 million in assets under management. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, employing a combination of fundamental and technical analysis alongside various investment strategies.

College savings (529s, UTMA, etc.) Cash flow / budgeting Retired
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Brad J

Series 65

Hoagland, IN

Thrivent Advisor Network, LLC

Brad Jeffrey is a Series 65-licensed financial advisor with Thrivent Advisor Network, LLC, bringing four years of industry experience. He previously worked at Lincoln Financial Group for sixteen years before joining Thrivent Advisor Network in 2021. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm emphasizes a long-term investment approach with customized asset allocations using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by a structure integrated into the broader Thrivent group.

Annuities College savings (529s, UTMA, etc.) Private / alternative investments
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Joshua S

Series 66

Decatur, IN

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Joshua Smith is a financial advisor with OneAscent Financial Services LLC in Decatur, IN, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Cambridge Investment Research Inc., and First Bank of Berne. Outside of his advisory work, he volunteers with Lifewise Academy. OneAscent Financial Services LLC manages approximately $2.61 billion through a network of 57 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, and ERISA fiduciary services, utilizing a combination of direct management, third-party managers, and unified managed accounts.

Tax-loss harvesting Options & derivatives strategies Concentrated stock management Executive Founder/Business Owner Women's Finance Religious/faith focused
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Kaden B

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Bluffton, IN

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Kaden Bussel is a financial advisor at OneAscent Financial Services LLC with one year of industry experience. He holds the Series 65 credential and has worked at OneAscent since 2021. Outside of his advisory role, Bussel owns and manages a duplex through H&K Estates LLC. OneAscent Financial Services LLC manages approximately $2.61 billion through 57 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary asset management, financial planning, ERISA fiduciary services, and access to unified managed account programs.

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Adam G

Series 63, Series 65

Hoagland, IN

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Adam Gottschalk is a financial advisor at Thrivent Advisor Network, LLC with two years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Credent Wealth Management and Thrivent Investment Management Inc. Outside of finance, he has been involved with the Hugh and Edna White Library and Spring Arbor University. Thrivent Advisor Network provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm’s long-term investment approach emphasizes customized asset allocations using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, with ongoing client reviews and access to a broad range of implementation options.

Annuities College savings (529s, UTMA, etc.) Private / alternative investments
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