Eagle, ID W State St. Office

Team
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Cambridge Investment Research Advisors

Institution

Firm-wide stats for Cambridge Investment Research Advisors

Total advisors

3,909

Across 2,200 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

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.

Based on Cambridge Investment Research Advisors

Expertise

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

Based on Cambridge Investment Research Advisors

Occupation focus

Self-Employed

Based on Cambridge Investment Research Advisors

Location

450 W State St., Suite 125

Eagle ID 83616

Advisors at this office

4

Advisors at this office

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Carri C

ChFC®, Series 63, Series 65

Eagle, ID

Cambridge Investment Research Advisors

Carri Campbell is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 and Series 65 licenses. She has 37 years of industry experience, including over a decade at Capital Financial Services, Inc. and more than seven years with Cambridge. Outside of her advisory role, Campbell serves as a political district precinct committeeman and holds director and volunteer positions with the US Term Limits organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement-plan sponsors, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides multiple investment platforms and proprietary models, with a range of discretionary and non-discretionary options tailored to client objectives.

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

Series 65

Eagle, ID

Cambridge Investment Research Advisors

Alexandria Strawn is a financial advisor at Cambridge Investment Research Advisors with a Series 65 designation and two years of industry experience. She has been with Cambridge Investment Research Advisors since 2017. Outside of her advisory role, she has been involved with BATS Xpress since 2017 and previously worked at Chip Cookies. 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 plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements.

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

CFP®, Series 63, Series 65

Eagle, ID

Cambridge Investment Research Advisors

Annaliese Gerdes is a CFP®-designated financial advisor with Cambridge Investment Research Advisors, based in Eagle, Idaho, with four years of industry experience. Her prior work includes roles at Cambridge Investment Research, Inc. and entrepreneurial and charitable involvement. She serves as treasurer and board member for a charitable organization, Care House Learning Center. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a broad network of independent professionals using multiple investment platforms and strategies.

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

Series 63, Series 65

Eagle, ID

Cambridge Investment Research Advisors

Gretchen Brown is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with Cambridge Investment Research firms since 2009. Outside of her advisory role, she serves as president of Tax Clarity, LLC, an accounting and bookkeeping services firm. 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 advisory services through a network of independent professionals, utilizing a range 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
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