Duluth, MN Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

2

Of 3,908 advisors across 2,203 offices

Location

5 N 3rd Ave. W, Ste. 400

Duluth MN 55802

Advisors at this office

2

Advisors at this office

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Ryan J

Series 66

Duluth, MN

Cambridge Investment Research Advisors

Ryan Johnson is a financial advisor with Cambridge Investment Research Advisors in Duluth, MN, holding a Series 66 credential and 14 years of industry experience. His prior work includes roles at Symphonic Securities LLC, Morgan Stanley, and Edward Jones. Outside of his advisory work, Johnson is involved as a youth basketball coach and serves as a committee member for the Ruffed Grouse Society chapter. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers multiple investment platforms and strategies, combining proprietary models with access to external strategists and supporting various approaches tailored to client objectives.

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

Series 63, Series 66

Duluth, MN

Cambridge Investment Research Advisors

Craig Chilcote is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. He holds the Series 63 and Series 66 credentials and has previously worked at Symphonic Financial Advisors. Outside of his advisory role, Chilcote is the owner of an assisted living facility and manages tax services as a managing partner at Anderson, Kuiti & Asuma PLLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through independent Financial Professionals, utilizing proprietary models as well as third-party strategies under multiple custody and platform arrangements.

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