Cambridge Investment Research Advisors, Inc.

Cambridge Investment Research Advisors, Inc. (CRD# 134139) is a financial advisory firm headquartered in Fairfield, IA. They manage $82,427,818,654 in 461,370 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    82,428
    MILLION
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
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
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 3,527 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
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 18 years of experience in the finance industry.

5
Brian T. Abbott
CRD#: 3222569
3200 Mesa Way, Ste. A, 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 24 years of experience in the finance industry.

6
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 12 years of experience in the finance industry.

7
Mark E. Abraham
CRD#: 4545110
Tarrytown, NY

Mark Abraham (CRD# 4545110) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Tarrytown, NY and has over 21 years of experience in the finance industry. Mark Abraham 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.

8
Paul M. Aftanas
CRD#: 4671712
1820 Hall Ave., Marinette, WI 54143

Paul Aftanas (CRD# 4671712) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Marinette, WI and has over 20 years of experience in the finance industry. Paul Aftanas 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.

9
Andrew T. Ahrens
CRD#: 2522252
13984 West Bowles Ave., Ste 200, Littleton, CO 80127

Andrew Ahrens (CRD# 2522252) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Littleton, CO and has over 27 years of experience in the finance industry.

10
Anthony W. Albertino
CRD#: 1869284
1100 Jorie Rd, Ste 359, Oak Brook, IL 60523

Anthony Albertino (CRD# 1869284) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Oak Brook, IL and has over 21 years of experience in the finance industry.

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