Colorado Springs, CO 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
Colorado Springs CO
Advisors at this office
3
Advisors at this office
Michelle M
Series 66
Colorado Springs, CO
Cambridge Investment Research Advisors
Michelle Martin is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 21 years of industry experience. She previously worked at Phillips Financial Management, LLC for 22 years before joining Cambridge Investment Research, Inc. and Foxworthy Wealth Advisors, LLC in 2026. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform options tailored to client needs.
Margaret R
Series 63, Series 66
Colorado Springs, CO
Cambridge Investment Research Advisors
Margaret Rose is a financial advisor with Cambridge Investment Research Advisors in Colorado Springs, CO, holding Series 63 and Series 66 licenses and 32 years of industry experience. She has been with Cambridge Investment Research, Inc. and its affiliate firm since 2008. In addition to her advisory role, she works as an independent insurance agent for various insurance companies. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals. The firm offers multiple investment implementation options and proprietary and third-party model strategies tailored to client objectives.
Mark J
Series 66
Colorado Springs, CO
Cambridge Investment Research Advisors
Mark Jacobberger is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 designation and has 26 years of industry experience. He has been affiliated with Cambridge Investment Research Advisors since 2013 and has a long-standing relationship with Producers Financial Network dating back to 1992. Outside of his advisory role, he is an independent insurance agent and is involved as owner and president of Precision Wealth Advisors, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers a wide range of services such as financial planning, investment management, and retirement plan advisory through a network of independent financial professionals utilizing multiple investment platforms and strategies tailored to client objectives.
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