Cambridge Investment Research Advisors, Inc.

Cambridge Investment Research Advisors, Inc. (CRD# 134139) is a financial advisory firm headquartered in Fairfield, IA. They manage $28,721,726,623 in 168,526 accounts and serve the financial needs of clients across 53 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    28,722
    MILLION
  • Total Number of Accounts
    168,526
    ACCOUNTS
  • Average Account Value
    $170,429
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Cambridge Investment Research Advisors, Inc.
Showing 1 - 10 of 3,056 top financial advisors.
1
James C. Claiborne
CRD#: 2074636
9990 College Blvd, Ste 102, Overland Park, KS 66210
103
Wealthminder
score
James Claiborne (CRD# 2074636) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Overland Park, KS and has over 25 years of experience in the finance industry.
2
Desmond Henry
CRD#: 5479226
5990 Sw 28th St, Suite G, Topeka, KS 66614
103
Wealthminder
score

Desmond Henry is a fee-only CERTIFIED FINANCIAL PLANNER™ and Founder of Afflora Financial Life Planning in his hometown of Topeka, Kansas. Desmond specializes in providing financial planning and investment management for independent women: single, divorced(ing), widowed, retirees, and those approaching retirement. You can learn more at www.AffloraFLP.com.

 

Desmond has been featured in U.S. News & World Report, Yahoo! News, TK Business Magazine, and recognized as one of Topeka's 'Top 20 Under 40 Business Leaders'. 

 

 

Disclosures:

Investment Advisory Services offered by Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Afflora Financial Life Planning, LLC are not affiliated. 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 putclients' interests first and comply with the Financial Planning Practice Standards.

3
Rene G. Ledoux
CRD#: 1599650
84 Chapin Greene Drive, Ludlow, MA 01056
103
Wealthminder
score

Rene Ledoux (CRD# 1599650) is an Investment Advisor Representative affiliated with Cambridge Investment Research Advisors, Inc. in Ludlow, MA through The Professional Alliance located in Milford, MA, a professional body of investment advisors who are either attorneys, CPA's and / or CFP's. Rene has over 29 years of experience in the finance industry. Rene Ledoux has taken additional exams to become a Certified Financial Planner (CFP®). CFP ; working for some of New England's largest Trust Companies and is well versed in estate planning. He makes his home in Ludlow with his wife Susanne; enjoys playing golf, gardening, singing with the Wilbraham Chorale Society and the Wilbraham Mens Glee Club and working with the Old Post Road Orchestra.

4
Richard D. Havican
CRD#: 240057
95 Post Office Pk, Ste 9503, Wilbraham, MA 01095
101
Wealthminder
score

Richard Havican (CRD# 240057) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Wilbraham, MA and has over 46 years of experience in the finance industry. Richard Havican 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 putclients' interests first and comply with the Financial Planning Practice Standards.

5
Jose L. Martin
CRD#: 4630445
480 Sawgrass Corporate Pkwy, Ste 110, Fort Lauderdale, FL 33325
101
Wealthminder
score

Jose Martin (CRD# 4630445) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Fort Lauderdale, FL and has over 14 years of experience in the finance industry. Jose Martin 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.

6
R.philip Petrowski
CRD#: 4162606
Madison, WI
101
Wealthminder
score

R.philip Petrowski (CRD# 4162606) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Madison, WI and has over 18 years of experience in the finance industry. R.philip Petrowski 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.

7
Emily G. Stroud
CRD#: 2901977
Fort Worth, TX
101
Wealthminder
score

Emily Stroud (CRD# 2901977) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Fort Worth, TX and has over 18 years of experience in the finance industry.

8
Thomas J. Walsh
CRD#: 1210661
3914 Miami Rd, Ste 201, Cincinnati, OH 45227
101
Wealthminder
score

Thomas Walsh (CRD# 1210661) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Cincinnati, OH and has over 29 years of experience in the finance industry.

9
Rick A. Young
CRD#: 2747345
1809 N. 169th Plaza, Unit A, Omaha, NE 68118
101
Wealthminder
score

Rick Young (CRD# 2747345) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Omaha, NE and has over 21 years of experience in the finance industry. Rick Young 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.

10
James M. Bonifas Jr.
CRD#: 2659453
8100 East 22nd St North, Building 2200-4, Wichita, KS 67226
100
Wealthminder
score
James Bonifas (CRD# 2659453) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Wichita, KS and has over 21 years of experience in the finance industry.
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