Apollon Wealth Management
42yrs
Top advisor by experience in Newton
16yrs
Michael Ebert
Full name on record: Michael D Ebert
Financial advisor at Cambridge Investment Research Advisors
Michael Ebert has worked in the financial industry for 16 years and is a financial advisor based in Newton, Pennsylvania. Michael has been with Cambridge Investment Research Advisors since 2020; before that, Michael spent four years at Northwestern Mutual Investment Services. Michael holds the CFP® designation.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 52% of advisors nationwide
Office235 N Sycamore St, Newton, PA 18940
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$378,281
Advisors at the firm3,917
States licensed ?1 state
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2020 – nowCambridge Investment Research Advisors, Inc.Current firm
- 2012 – 2016Northwestern Mutual Investment Services, LLCPreviously
Questions to ask Michael
Tailored to Michael’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Cambridge Investment Research Advisors at 641-472-5100 and ask for Michael Ebert. Michael works from the Newton, PA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2010, about 16 years. More experience than 52% of advisors nationwide.
What licenses does Michael hold?
Series 63. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Michael paid?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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