Chicago, IL N Ravenswood Ave Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

3

Of 3,909 advisors across 2,197 offices

Location

3838 N Ravenswood Ave, Ste. 256

Chicago IL 60613

Advisors at this office

3

Advisors at this office

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Ross R

Series 63, Series 65

Chicago, IL

Cambridge Investment Research Advisors

Ross Reinhart is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has been with Cambridge since 2005. Outside of his advisory role, he is a part-owner of a business providing branded 401(k) educational materials. Cambridge Investment Research Advisors serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing a variety of portfolio management strategies and custody arrangements tailored to client objectives.

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

Series 63, Series 65

Chicago, IL

Cambridge Investment Research Advisors

James Reinhart is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Cambridge since 2005. Outside of his advisory role, he is a published author of health-related books and provides consulting services for small business compensation and buy-out agreements. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple platform arrangements and a combination of proprietary and third-party investment strategies.

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

Series 66

Chicago, IL

Cambridge Investment Research Advisors

Kyle Mitchell is a financial advisor with Cambridge Investment Research Advisors in Chicago, IL, holding a Series 66 designation and 15 years of industry experience. He has been with Cambridge Investment Research Advisors and Reinhart Financial Group since 2011. Outside of his advisory work, he serves as a lifeguard trainer for the Hinsdale Community Swimming Pool, where he trains and certifies lifeguards. Cambridge Investment Research Advisors serves 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 independent financial professionals, utilizing a range of portfolio management options 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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