Elm Grove, WI Office
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Cambridge Investment Research Advisors
Institution
Firm-wide stats for Cambridge Investment Research Advisors
About
Cambridge Investment Research Advisors, Inc. serves a broad mix of individual and institutional clients — including pension and charitable organization clients — by providing financial planning, ongoing investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of Financial Professionals and manages a multi‑billion dollar asset base while offering account implementation across multiple platforms and custodians.
The firm supports both discretionary and non‑discretionary management via platforms described in the brochure (CMAP, FlexMAP and the WealthPort wrap program), offers access to unaffiliated third‑party advisers and sub‑advisors, and maintains proprietary model strategies under the Founders Gate Capital brand. The brochure also notes some Financial Professionals offer tactical services such as market‑timing strategies and that a subset of advisers maintain outside professional practices (including accounting and legal services) and may refer clients to those practices.
Notable distinctions in the brochure include the firm’s development and distribution of affiliated model strategies (Founders Gate Capital), with disclosed strategist fees and related conflict‑of‑interest procedures, and detailed governance around platform and third‑party relationships. The brochure also discloses recent regulatory matters — including an SEC consent with restitution and penalties totaling approximately $13.2 million (2025) and a Delaware consent order with penalties and restitution of about $1.05 million (2026) — and describes supervisory and procedural changes the firm has put in place.
Expertise
Location
850 Elm Grove Rd., Ste. 16
Elm Grove WI 53122
Advisors at this office
3
Advisors at this office
Anthony S
Series 63, Series 65
Elm Grove, WI
Cambridge Investment Research Advisors
Anthony Szymborski Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and over 26 years of industry experience. He has worked at several firms, including Nettworth Financial Group since 2004 and Cambridge Investment Research since 2019. Szymborski is also the founder and owner of Financial Partners II, LLC. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers multiple platform options and proprietary model strategies, managing a multi-billion dollar asset base through thousands of financial professionals.
Cameron W
Series 66
Elm Grove, WI
Cambridge Investment Research Advisors
Cameron Wiczek is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has two years of industry experience and has previously worked at Cambridge Investment Research, Inc. Outside of his advisory role, he serves as a coach for Pius XI WBB. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of Financial Professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.
Scott L
CFP®, Series 63
Elm Grove, WI
Cambridge Investment Research Advisors
Scott Layeux is a CFP®-certified financial advisor with 35 years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked since 2019, and has operated Nettworth Financial Group since 2003. In addition to his advisory work, he is an independent insurance agent for various companies through Financial Partners LLC. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual investors and institutional clients such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, managing a multi‑billion dollar asset base and offering services across multiple platforms and custodians.
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