Administrative Office Assistant to Bradley Stewart
About Melissa Martin
Melissa Martin joined Cambridge Investment Research, Inc. in 2014, and started as an office administrative assistant to Bradley Stewart in July 2025. Currently residing in Iowa, Melissa works remotely with Bradley Stewart from the Cambridge Investment Research, Inc.'s home office in Fairfield, Iowa.
Melissa is a graduate of Indian Hills Community College, where she earned her Associates degree. During her personal time, Melissa enjoys spending time with loved ones, reading, gardening, and doing yoga.
Melissa’s extensive knowledge of The DFS Financial Group and Cambridge Investment Research, Inc. enables her to provide exceptional support across a wide range of administrative and client-focused tasks. Her responsibilities include:
- Scheduling client meetings and ensuring effective communication between clients and advisors
- Assisting clients with new account openings, account maintenance, and transfers
- Managing client inquiries and providing timely, accurate responses
- Coordinating and preparing necessary paperwork for retirement and investment plans
- Supporting clients with financial planning software and tools, including The DFS Financial Group’s planning portal
- Assisting with portfolio management, monitoring, and tracking client investments
- Ensuring regulatory compliance by maintaining accurate records and staying current with industry regulations
- Assisting in the preparation of performance reports and investment reviews
- Maintaining organized and updated client files and documentation
- Providing support for business development efforts, including client outreach and marketing initiatives
Licenses
Operations Professional (Series 99) - FINRA
Certifications
Cambridge Client Service Excellence (CCSE) - Cambridge Investment Research, Inc.
Lean Six Sigma Yellow Belt - The Council for Six Sigma Certification
Contact:
Email: Melissa.Martin@cir2.com
Direct: (641) 209-8457
