Des Plaines, IL 2800 S River Rd Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

11

Of 3,913 advisors across 2,203 offices

Location

2800 S River Rd Ste 390

Des Plaines IL 60018

Advisors at this office

11

Advisors at this office

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Jason S

Series 63, Series 65

Des Plaines, IL

Cambridge Investment Research Advisors

Jason Seldomridge is a financial advisor with Cambridge Investment Research Advisors in Des Plaines, IL, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and concurrently serves as Director of Operations at Alchemy Financial Group, a role he has held since 2011. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of portfolio management approaches across multiple custody platforms.

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

CFP®, Series 63

Des Plaines, IL

Cambridge Investment Research Advisors

Christopher Roberts is a CFP® professional with 24 years of experience in the financial services industry. He has worked with Cambridge Investment Research Advisors since 2018 and previously held roles at LPL Financial and Alchemy Advisors. Roberts is also involved as an independent insurance agent with multiple companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals using both proprietary and third-party strategies across various platform arrangements.

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

Series 63, Series 65

Des Plaines, IL

Cambridge Investment Research Advisors

Luis Teran Rivero is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Calamos Wealth Management LLC, Mainstreet Investment Advisors, BMO Direct Invest, and Morgan Stanley. He is also involved as an employee with WealthPlanners, LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm provides a range of investment implementation options and maintains 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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Denice P

CFP®, Series 63, Series 65

Des Plaines, IL

Cambridge Investment Research Advisors

Denice Piazza is a CFP® professional with 45 years of experience in the financial services industry. She has worked with Cambridge Investment Research Advisors since 2010 and has a background that includes Northwestern National Life Insurance Company and Gustin Scharff Financial Services. Outside of her advisory role, she is involved with WealthPlanners LLC as a co-author of the book "Winning Financial Strategies for Women" and participates in horse racing ownership through Black Galleon Horse Racing LLC and Racing Cats, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a large network of independent professionals. The firm provides a variety of investment platforms and proprietary model strategies, with options for discretionary and non-discretionary management tailored to client objectives.

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

CFP®, Series 63, Series 65

Des Plaines, IL

Cambridge Investment Research Advisors

Robert Daniels is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. His prior experience includes roles at Syverson Strege & Company, Edward Jones, Sammons Retirement Solutions, and Compass Financial Services. He is a board member of the 10-42 Project, a healthcare organization. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals using a range 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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Jay K

Series 63, Series 66

Des Plaines, IL

Cambridge Investment Research Advisors

Jay Kowalski is a financial advisor with Cambridge Investment Research Advisors in Des Plaines, IL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Cambridge since 2010 and has operated his own CPA and tax preparation practice since 1982. Outside of advising, he works as an independent insurance agent and provides accounting services. 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 through a network of independent professionals, utilizing multiple custody platforms and a range of 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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Kyle M

Series 63, Series 65

Des Plaines, IL

Cambridge Investment Research Advisors

Kyle Mcmillin is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and possessing 18 years of industry experience. He has been with Cambridge Investment Research Advisors since 2019 and also operates Mcmillin Financial, a financial services business established in 2007. Outside of advisory work, he is an independent insurance agent for various companies through IDEAL Producers Group. 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 through a network of independent professionals, utilizing a range of investment approaches and platforms tailored to client needs.

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

Series 65, Series 63

Des Plaines, IL

Cambridge Investment Research Advisors

Mark Gandor is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and previously spent three years at LPL Financial. Gandor also serves as an independent insurance agent for multiple firms. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a range of portfolio management strategies and platforms.

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

CFP®, Series 63

Des Plaines, IL

Cambridge Investment Research Advisors

John Bittenbinder is a CFP® with 27 years of industry experience, currently with Cambridge Investment Research Advisors since 2018. His prior experience includes roles at LPL Financial and the founding of Alchemy Financial Group, where he serves as president. He also holds independent insurance agency roles. Cambridge Investment Research Advisors serves a broad client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a large network of independent Financial Professionals. The firm offers a range of investment approaches across multiple platforms, including proprietary and third-party model strategies, with both discretionary and non-discretionary options.

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

CFP®, Series 63, Series 66

Des Plaines, IL

Cambridge Investment Research Advisors

Michael Edwards is a CFP® professional with 12 years of industry experience, currently serving at Cambridge Investment Research Advisors. His prior experience includes roles at Bank of America N.A. and Merrill. He is a board member of Chicago Hope Academy. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm offers a range of portfolio management solutions and maintains proprietary and third-party model strategies, with features that include advisor business relationships spanning legal and accounting services.

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

Series 63, Series 65

Des Plaines, IL

Cambridge Investment Research Advisors

Daniel Piazza is a financial advisor at Cambridge Investment Research Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Cambridge Investment Research Advisors since 2010. Outside of his advisory work, Piazza is involved in thoroughbred horse ownership and racing through several related business ventures. Cambridge Investment Research Advisors is a registered SEC adviser serving individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and other retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using a variety of portfolio management and model-based solutions tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
View complete list of advisors at this office
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