Bloomington, IN Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

2

Of 3,908 advisors across 2,203 offices

Location

101 W Kirkwood Ave., Ste. 246

Bloomington IN 47404

Advisors at this office

2

Advisors at this office

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Bridget B

Series 63, Series 65

Bloomington, IN

Cambridge Investment Research Advisors

Bridget Baugh is a financial advisor with Cambridge Investment Research Advisors in Bloomington, IN, holding Series 63 and Series 65 credentials and seven years of industry experience. She previously worked at Chiddister Financial Associates for 16 years and Thurston Springer Financial for one year. Baugh is also involved with Instinctive Financial LLC as an agent, indicating engagement in additional financial services ventures. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm provides a variety of investment implementation options across multiple custody platforms and offers both 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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Sean L

Series 63, Series 65

Bloomington, IN

Cambridge Investment Research Advisors

Sean Lewis is a financial advisor with Cambridge Investment Research Advisors in Bloomington, Indiana, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to his current role beginning in 2021, he worked for Thurston Springer Miller Herd & Titak, Inc. from 2016 to 2021. Outside of his advisory duties, he owns Instinctive Financial and serves as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base—including individuals, retirement plans, and charitable organizations—with financial planning, investment management, and retirement plan advisory services. The firm offers a range of portfolio management solutions through independent Financial Professionals and utilizes both proprietary and third-party strategies.

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