Cambridge Connection Inc.

Cambridge Connection Inc. (CRD# 112086) is a financial advisory firm headquartered in Bloomfield Hills, MI. They manage $339,538,393 in 1,961 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    340
    MILLION
  • Total Number of Accounts
    1,961
    ACCOUNTS
  • Average Account Value
    $173,146
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, HI, LA, MI, NC, TX

Financial Advisors at Cambridge Connection Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Jennifer M. Kulek
CRD#: 5015917
40950 Woodward Ave, Suite 140, Bloomfield Hills, MI 48304
93
Wealthminder
score

Jennifer Kulek (CRD# 5015917) is an Investment Advisor Representative working at Cambridge Connection Inc. in Bloomfield Hills, MI and has over 6 years of experience in the finance industry.

2
Bert Whitehead
CRD#: 2545832
40950 Woodward Ave, Suite 140, Bloomfield Hills, MI 48304
93
Wealthminder
score

Bert Whitehead (CRD# 2545832) is an Investment Advisor Representative working at Cambridge Connection Inc. in Bloomfield Hills, MI and has over 22 years of experience in the finance industry.

3
Pamela S. Landy
CRD#: 5837816
40950 Woodward Ave, Suite 140, Bloomfield Hills, MI 48304
90
Wealthminder
score

Pamela Landy (CRD# 5837816) is an Investment Advisor Representative working at Cambridge Connection Inc. in Bloomfield Hills, MI and has 1 year of experience in the finance industry. Pamela Landy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Melissa R. Scenga
CRD#: 6459433
40950 Woodward Ave, Suite 140, Bloomfield Hills, MI 48304
90
Wealthminder
score

Melissa Scenga (CRD# 6459433) is an Investment Advisor Representative working at Cambridge Connection Inc. in Bloomfield Hills, MI and has 1 year of experience in the finance industry. Melissa Scenga has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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