Cambridge Investment Research Advisors, Inc.

Cambridge Investment Research Advisors, Inc. (CRD# 134139) is a financial advisory firm headquartered in Fairfield, IA. They manage $82,247,302,732 in 382,713 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    82,247
    MILLION
  • Total Number of Accounts
    382,713
    ACCOUNTS
  • Average Account Value
    $214,906
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 3,614 top financial advisors.
1
Desmond Henry
CRD#: 5479226
5990 Sw 28th St, Suite G, Topeka, KS 66614

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 retirees, those approaching retirement, and widows. You can learn more at www.AffloraFLP.com.

 

 

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.

2
Larry A. Mengerink
CRD#: 3201611
3303 W Saginaw Street, Suite C1, Lansing, MI 48917

Larry Mengerink (CRD# 3201611) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Lansing, MI with an additional office in Okemos, Michigan and has over 20 years of experience in the finance industry.

3
Douglas E. Wilkinson
CRD#: 5969810
400 North Ashley Dr., Ste. 1900, Tampa, FL 33602
Douglas Wilkinson (CRD# 5969810) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Tampa, FL and has over 10 years of experience in the finance industry. Douglas Wilkinson 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.
4
Riley S. Aalderink
CRD#: 6504831
250 S State St, Zeeland, MI 49464

Riley Aalderink (CRD# 6504831) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Zeeland, MI and has over 4 years of experience in the finance industry.

5
Tracy L. Aaron
CRD#: 2465262
Easton, MD

Tracy Aaron (CRD# 2465262) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Easton, MD and has over 16 years of experience in the finance industry.

6
Brian T. Abbott
CRD#: 3222569
3200 Mesa Way, Ste. D, Lawrence, KS 66047

Brian Abbott (CRD# 3222569) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Lawrence, KS and has over 22 years of experience in the finance industry.

7
Stephanie D. Abee
CRD#: 5888654
2304 Wesvill Ct., Ste 380, Raleigh, NC 27607

Stephanie Abee (CRD# 5888654) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Raleigh, NC and has over 10 years of experience in the finance industry.

8
Stephen J. Acker
CRD#: 2242181
700 Tech Center Pkwy., Ste 200, Newport News, VA 23606

Stephen Acker (CRD# 2242181) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Newport News, VA and has over 30 years of experience in the finance industry.

9
Christopher A. Adams
CRD#: 2447178
4911 Legends Drive, Lawrence, KS 66049

Christopher Adams (CRD# 2447178) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Lawrence, KS and has over 28 years of experience in the finance industry.

10
Steven A. Adams
CRD#: 5992425
1400 Us Hwy 23 S, Aplena, MI 49707

Steven Adams (CRD# 5992425) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Aplena, MI and has over 10 years of experience in the finance industry.

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