Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
15 years
Location
Morral, OH 43337-9356
Cambridge Investment Research Advisors
Institution
Heather Bussey is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 15 years of industry experience. She has been affiliated with Cambridge Investment Research Advisors since 2015 and also works with Preferred Planning Associates. In addition to her advisory roles, she is an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through a large network of financial professionals and offering access to multiple platforms, custodians, and third-party advisers.
Based on Cambridge Investment Research Advisors
Based on Cambridge Investment Research Advisors
Flat fees for financial planning services, financial wellness, setup fees up to 1% of assets or $1,000, not exceeding combined 3% with advisory fees.
$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%
Commissions earned by Financial Professionals acting as Registered Representatives of Cambridge on securities transactions and insurance sales.
Hourly fees generally not to exceed $500/hour for financial planning and consulting services.
Account minimum: $25,000 Minimum fee: For WealthPort CAAP and UMA programs: $250 annual minimum program fee per account. Fee-only: Financial Planning Flat fees generally up to $25,000, hourly fees generally up to $500/hour, Asset Based Fee for consulting.
Morral, OH Marseilles Galion Rd W
2225 Marseilles Galion Rd W
Morral OH 43337-9356
Advisors at this office
1
Ohio · Texas
15 years of industry experience
Cambridge Investment Research Advisors
2015 - Present • 11 years
Fairfield, IA
Cambridge Investment Research, Inc.
2010 - Present • 16 years
Fairfield, IA
Preferred Planning Associates
2008 - Present • 18 years
Morral, OH
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Series 65
Marion, OH
H&M Financial Advisors
Bradley Ridge is a financial advisor at H&M Financial Advisors with 25 years of industry experience. He holds a Series 65 designation and has been with H&M Financial Advisors since 2000. In addition to his advisory role, he is a partner at Holbrook & Manter, a CPA firm, where he works approximately 160 hours per month. H&M Financial Advisors provides co-advisory and fiduciary services to retirement plans, trusts, and other institutional clients, focusing on financial planning, trust administration support, and independent manager selection. The firm operates primarily as a co-advisor and referral partner, collaborating with an SEC-registered manager for active portfolio management.
Series 65
Marion, OH
H&M Financial Advisors
Robert Buckley is a financial advisor at H&M Financial Advisors with 25 years of industry experience. He holds a Series 65 designation and has been with H&M Financial Advisors since 2000. In addition to his advisory role, he is a partner at Holbrook & Manter, a CPA firm, where he is actively involved. H&M Financial Advisors provides co-advisory and fiduciary services to retirement plans, trusts, and institutional clients, focusing on financial planning, trust administration, and independent manager selection. The firm partners with an SEC-registered manager for portfolio management while offering planning, client coordination, and pension consulting services.
Series 65
Marion, OH
H&M Financial Advisors
Earl Manter is a financial advisor at H&M Financial Advisors with 25 years of industry experience. He holds a Series 65 designation and has been with H&M Financial Advisors since 2000. Manter is also a partner at Holbrook & Manter LLP, a CPA firm, where he works 160 hours per month. H&M Financial Advisors provides co-advisory and fiduciary services to retirement plans, trusts, and other institutional clients. The firm partners with an SEC-registered manager for active portfolio management while offering planning, client coordination, trust administration support, and pension consulting services.
Series 63
Bucyrus, OH
Spreng Capital Management, Inc.
Thomas Brown is a financial advisor at Spreng Capital Management, Inc. with 19 years of industry experience. He holds a Series 63 designation and has been with Spreng Capital Management since 2010. Brown is also the owner of Thomas Brown Accounting, a CPA practice he has managed since 2001. Spreng Capital Management provides investment supervisory services and limited-scope financial planning to individuals, trusts, business entities, and qualified retirement plans. The firm manages approximately $300 million in discretionary assets across a three-advisor team, focusing on strategic asset allocation and long-term, buy-and-hold portfolios tailored to client objectives.
Series 63, Series 65
Bucyrus, OH
Spreng Capital Management, Inc.
James Spreng is a financial advisor with Spreng Capital Management, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including 16 years at his current firm. Spreng Capital Management is a registered investment adviser that serves individuals, trusts, business entities, and qualified retirement plans. The firm manages approximately $300 million in discretionary assets for roughly 927 client relationships, focusing on strategic asset allocation and long-term, buy-and-hold portfolios primarily composed of equities, mutual funds, and ETFs.
Series 65
Bucyrus, OH
Spreng Capital Management, Inc.
Anne Spreng Cole is a Series 65-licensed financial advisor with Spreng Capital Management, Inc. She has 17 years of prior experience at Park National Bank and has been with Spreng Capital since 2023. Outside of her advisory role, she is the sole owner of several non-investment farming and real estate businesses. Spreng Capital Management provides investment supervisory services and limited-scope financial planning to individuals, trusts, business entities, and qualified retirement plans. The firm manages approximately $300 million in discretionary assets across a three-advisor team and emphasizes strategic asset allocation with long-term, buy-and-hold portfolios tailored to clients' growth, income, or blended objectives.
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