Bloomfield Hills, MI Woodward Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

3

Of 3,909 advisors across 2,198 offices

Location

36880 Woodward, Ste. 200

Bloomfield Hills MI 48304

Advisors at this office

3

Advisors at this office

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Ryan R

Series 63, Series 65

Bloomfield Hills, MI

Cambridge Investment Research Advisors

Ryan Robertson is a financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. His previous roles include positions at Securities America, Inc., Securities Service Network, OSAIC, and he is also a principal at The Dickerson Group, which he has been involved with for over 20 years. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, trusts, and other clients. The firm offers financial planning, investment management, and retirement advisory services delivered through a network of independent professionals using a variety of portfolio management and platform options.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Joseph K

Series 63, Series 65

Bloomfield Hills, MI

Cambridge Investment Research Advisors

Joseph Kolanowski is a financial advisor at Cambridge Investment Research Advisors with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked for firms including Securities America Advisors and SSN Advisory. Outside of his advisory role, he serves as an agent for Dickerson Group, Inc., which operates in insurance, benefits, and human resources. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charities, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of customizable portfolio management strategies and platform options.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Donnel D

Series 63, Series 65

Bloomfield Hills, MI

Cambridge Investment Research Advisors

Donnel Dickerson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and over 53 years of industry experience. His career includes prior roles at Securities America and its affiliates, as well as long-term involvement with The Dickerson Group Inc., which he continues to operate as an independent insurance agency. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory through a network of independent professionals. The firm offers both proprietary and third-party investment strategies across multiple platform arrangements, with services tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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