Farmington Hills, MI Northwestern Hwy. Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

3

Of 3,909 advisors across 2,198 offices

Location

31313 Northwestern Hwy., Suite 100

Farmington Hills MI 48334

Advisors at this office

3

Advisors at this office

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Daniel B

CFP®, Series 63

Farmington Hills, MI

Cambridge Investment Research Advisors

Daniel Bolda is a CFP® professional with 40 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2017 and previously spent ten years with Michigan Pension and Financial Inc. and Commonwealth Financial Network. Bolda is also the owner of Michigan Pension & Financial Inc., where he serves as an independent insurance agent. 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 services through a network of independent financial professionals using a range of portfolio strategies and platform arrangements.

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

Series 65, Series 66

Farmington Hills, MI

Cambridge Investment Research Advisors

Benjamin Jordan is a financial advisor with Cambridge Investment Research Advisors in Farmington Hills, MI. He holds Series 65 and Series 66 credentials and has one year of industry experience. Prior to joining Cambridge, he was involved with Michigan Pension & Financial Inc. and has a background that includes roles in hospitality and public transportation sectors. He is also an owner and partner in Michigan Pension & Financial and HJ Capital Partners, LLC. 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 services through a network of independent professionals, utilizing multiple custody platforms and a range of portfolio management strategies.

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

Series 66

Farmington Hills, MI

Cambridge Investment Research Advisors

Brandon Hughes is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and four years of industry experience. His work history includes roles at Michigan Pension & Financial, Inc. and Cambridge Investment Research, Inc. He has experience in insurance, benefits, and human resources through ownership and employment roles outside his advisory practice. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing a range of discretionary and non-discretionary strategies across multiple platform arrangements.

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