Chillicothe, OH 110 W. Second St Office
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Cambridge Investment Research Advisors
Institution
Firm-wide stats for Cambridge Investment Research Advisors
About
Cambridge Investment Research Advisors is a large SEC-registered adviser that serves a broad mix of clients—individuals (including both non-HNW and high-net-worth clients), pension and profit‑sharing plans, charitable organizations, trusts and estates, and other retirement-plan sponsors—by offering financial planning, investment management, retirement plan advisory, and financial-wellness services. Services are delivered through a network of independent Financial Professionals and include direct portfolio management, wrap-fee programs (WealthPort), model-based solutions, and referrals to approved third‑party managers.
Investment implementation is offered across multiple custody and platform arrangements (CMAP, FlexMAP, WealthPort, UMA/CAAP) and can be either discretionary or non‑discretionary, with Financial Professionals tailoring strategies to client objectives. The firm maintains both proprietary model strategies under the Founders Gate Capital brand and access to unaffiliated strategists, and the brochure notes that some advisers use tactical approaches and, in a minority of cases, market‑timing services rather than only buy‑and‑hold allocations.
Noteworthy, and less common among peer institutions, is Cambridge’s explicit disclosure of affiliated‑strategy economics and related conflict‑of‑interest controls for Founders Gate Capital, along with documented advisor business relationships that include Financial Professionals who are attorneys or CPAs and may provide or refer legal and accounting services. The brochure also details institutional features tied to the firm’s scale—advisor transition loans/grants and equity participation arrangements, FDIC sweep options, and formal compliance and supervisory processes—which can materially shape how recommendations are selected and implemented.
Expertise
Location
110 W. Second St
Chillicothe OH 45601
Advisors at this office
3
Advisors at this office
Levi G
Series 66
Chillicothe, OH
Cambridge Investment Research Advisors
Levi Gerber is a financial advisor with Cambridge Investment Research Advisors in Chillicothe, Ohio. He holds a Series 66 designation and has one year of industry experience, including prior roles at Park Avenue Securities and Guardian Life Insurance Company. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services delivered through a network of independent Financial Professionals using proprietary and third-party strategies.
Joseph U
Series 63, Series 66
Chillicothe, OH
Cambridge Investment Research Advisors
Joseph Uhrig is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and over 23 years of industry experience. He has been with Cambridge since 2012 and operates UHRIG Financial, where he provides tax preparation and insurance services. Uhrig serves on the board of directors for Kingston National Bank and is an Income Grant Committee member for the United Way of Ross County. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes 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, utilizing both proprietary and third-party model strategies across multiple platform arrangements.
Tristan C
Chillicothe, OH
Cambridge Investment Research Advisors
Tristan Chrisman is a financial advisor with Cambridge Investment Research Advisors in Chillicothe, Ohio, holding 19 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2021 and previously spent 14 years with Money Concepts Capital Corp. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, providing customized strategies across multiple platforms with access to both proprietary and third-party investment models.
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