Flint, MI Stonebridge Dr. Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

3

Of 3,908 advisors across 2,203 offices

Location

2337 Stonebridge Dr., Bldg F

Flint MI 48532

Advisors at this office

3

Advisors at this office

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Kendall W

Series 63, Series 66

Flint, MI

Cambridge Investment Research Advisors

Kendall Wright is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and providing 35 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016. Outside of his advisory role, he serves as president of the Stonebridge Office Park Condo Association and is involved in consulting for a food and beverage services business. 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, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals, utilizing various portfolio management platforms and both discretionary and non-discretionary strategies.

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

Series 63, Series 65

Flint, MI

Cambridge Investment Research Advisors

David Smith is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cambridge Investment Research Advisors since 2016. Outside of his advisory role, he serves on the boards of several organizations, including Lamb of God Fellowship and Gleaner Tri-County Arbor, where he also acts as care pastor for weddings. 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 plan advisory services through independent Financial Professionals and employs a range of investment strategies from proprietary models to unaffiliated strategists.

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

Series 63, Series 66

Flint, MI

Cambridge Investment Research Advisors

Robert Wright is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 66 licenses and has 35 years of industry experience. He has been with Cambridge since 2016. Outside of advising, Wright serves as vice president of the board for a charter school and is president of a local BNI chapter. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning, investment management, and retirement advisory services through independent Financial Professionals and utilizes multiple custody platforms and both 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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