Carter Smelser
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Carter Smelser Email & Phone Number

Senior Principal at Cambridge Investment Research, Inc.
Location: Denver, Colorado, United States 3 work roles 1 school
1 work email found @berthel.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email c****@berthel.com
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Current company
Cambridge Investment Research, Inc.
Role
Senior Principal
Location
Denver, Colorado, United States
Company size
980 employees

Who is Carter Smelser? Overview

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Quick answer

Carter Smelser is listed as Senior Principal at Cambridge Investment Research, Inc., a company with 980 employees, based in Denver, Colorado, United States. AeroLeads shows a work email signal at berthel.com and a matched LinkedIn profile for Carter Smelser.

Carter Smelser previously worked as Regional Supervisory Principal/RIA Principal at Berthel Fisher Companies and Financial Advisor at Massmutual Financial Group. Carter Smelser holds Bachelor Of Business Administration (B.B.A.), Finance, Entrepreneurial Management from University Of Iowa.

Company email context

Email format at Cambridge Investment Research, Inc.

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{first_initial}{last}@berthel.com
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Profile bio

About Carter Smelser

CFA Level III Candidate. I hold FINRA Series 24, 7, and 66 licenses.

Listed skills include Finance, Retirement Planning, Mutual Funds, Investment Strategies, and 13 others.

Current workplace

Carter Smelser's current company

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Cambridge Investment Research, Inc.
Cambridge Investment Research, Inc.
Senior Principal
fairfield, iowa, united states
Website
joincambridge.com
Employees
980
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3 roles

Carter Smelser work experience

A career timeline built from the work history available for this profile.

Regional Supervisory Principal/Ria Principal

Berthel Fisher Companies

Cedar Rapids, Iowa

-As a General Securities Principal, I provide compliance and regulatory supervision for a quickly growing Registered Investment Advisor (RIA)-I analyze new business transactions and securities portfolios, as well as advertising and correspondence to ensure compliance with firm policies and FINRA/SEC regulation-I organize and conduct branch audits across.

Aug 2014 - Dec 2021

Financial Advisor

Massmutual Financial Group

Iowa City, Iowa Area

I offer an analysis of your current financial situation and help you:-Indentify financial goals and concerns-Illustrate what is being done to reach your goals and deal with concerns-Identify gaps, if present, and offer solutions to fill them

May 2012 - Sep 2013
Team & coworkers

Colleagues at Cambridge Investment Research, Inc.

Other employees you can reach at joincambridge.com. View company contacts for 980 employees →

DK Dustin Kurtz Dustin Kurtz Colleague at Cambridge Investment Research, Inc. Waukee, Iowa, United States, United States View → JR Justin Ryan, Cfp®, Aif®, Crps®, Cepa® Justin Ryan, Cfp®, Aif®, Crps®, Cepa® Colleague at Cambridge Investment Research, Inc. Cedar Rapids, Iowa, United States, United States View → AP Ashish Phansopkar, Cfa, Caia, Mba Ashish Phansopkar, Cfa, Caia, Mba Colleague at Cambridge Investment Research, Inc. Greater Phoenix Area, United States View → MA Marilyn Agner Marilyn Agner Colleague at Cambridge Investment Research, Inc. Iowa City-Cedar Rapids Area, United States View → TT Terry Taylor Terry Taylor Colleague at Cambridge Investment Research, Inc. Baltimore City County, Maryland, United States, United States View → JG Janie Giberson Janie Giberson Colleague at Cambridge Investment Research, Inc. Fairfield, Iowa, United States, United States View → JC Jeran Courtney Jeran Courtney Colleague at Cambridge Investment Research, Inc. Washington, Iowa, United States, United States View → MG Michelle Gillespie Michelle Gillespie Colleague at Cambridge Investment Research, Inc. Fairfield, Iowa, United States, United States View → JD James Dorothy James Dorothy Colleague at Cambridge Investment Research, Inc. Fairfield, Iowa, United States, United States View → BE Brian Eisenbraun Brian Eisenbraun Colleague at Cambridge Investment Research, Inc. Fairfield, Iowa, United States, United States View →
1 education record

Carter Smelser education

FAQ

Frequently asked questions about Carter Smelser

Quick answers generated from the profile data available on this page.

What company does Carter Smelser work for?

Carter Smelser works for Cambridge Investment Research, Inc..

What is Carter Smelser's role at Cambridge Investment Research, Inc.?

Carter Smelser is listed as Senior Principal at Cambridge Investment Research, Inc..

What is Carter Smelser's email address?

AeroLeads has found 1 work email signal at @berthel.com for Carter Smelser at Cambridge Investment Research, Inc..

Where is Carter Smelser based?

Carter Smelser is based in Denver, Colorado, United States while working with Cambridge Investment Research, Inc..

What companies has Carter Smelser worked for?

Carter Smelser has worked for Cambridge Investment Research, Inc., Berthel Fisher Companies, and Massmutual Financial Group.

Who are Carter Smelser's colleagues at Cambridge Investment Research, Inc.?

Carter Smelser's colleagues at Cambridge Investment Research, Inc. include Dustin Kurtz, Justin Ryan, Cfp®, Aif®, Crps®, Cepa®, Ashish Phansopkar, Cfa, Caia, Mba, Marilyn Agner, and Terry Taylor.

How can I contact Carter Smelser?

You can use AeroLeads to view verified contact signals for Carter Smelser at Cambridge Investment Research, Inc., including work email, phone, and LinkedIn data when available.

What schools did Carter Smelser attend?

Carter Smelser holds Bachelor Of Business Administration (B.B.A.), Finance, Entrepreneurial Management from University Of Iowa.

What skills is Carter Smelser known for?

Carter Smelser is listed with skills including Finance, Retirement Planning, Mutual Funds, Investment Strategies, Wealth Management, Sales, Financial Analysis, and Financial Planning.

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