Bloomington, IL General Electric Rd. Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

2

Of 3,908 advisors across 2,203 offices

Location

3807 General Electric Rd., Ste. 2

Bloomington IL 61704

Advisors at this office

2

Advisors at this office

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Connor T

Series 66

Bloomington, IL

Cambridge Investment Research Advisors

Connor Todd is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2011. He has 15 years of industry experience and also has a role as an independent insurance agent. Additionally, Todd serves as a board member for the St. Jude Golf Classic Tournament, a nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a variety of custody platforms and proprietary and third-party model strategies.

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

ChFC®, Series 63

Bloomington, IL

Cambridge Investment Research Advisors

Douglas Ulrich is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 license. He has 49 years of industry experience and has worked with Cambridge Investment Research Advisors since 2005. Ulrich is also the owner of Financial Security Associates, an independent insurance agency, where he has been active since 1980. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through independent Financial Professionals and combines proprietary and third-party strategies across multiple custody platforms.

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