Fort Wayne, IN S. Harrison St. Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

2

Of 3,913 advisors across 2,201 offices

Location

927 S. Harrison St. Suite 301

Fort Wayne IN 46802

Advisors at this office

2

Advisors at this office

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Matthew M

Series 63, Series 66

Fort Wayne, IN

Cambridge Investment Research Advisors

Matthew Middleton is a financial advisor with Cambridge Investment Research Advisors in Fort Wayne, IN. He holds Series 63 and Series 66 credentials and has 12 years of industry experience, including a decade at Lincoln Financial Advisors Corporation. Cambridge Investment Research Advisors is a large SEC-registered adviser 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 a network of independent financial professionals using a variety of portfolio management strategies and custody platform arrangements.

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

CFP®, Series 66

Fort Wayne, IN

Cambridge Investment Research Advisors

Lucas Salerno is a CFP® professional with nine years of industry experience, currently associated with Cambridge Investment Research Advisors. He previously worked at Lincoln Financial Advisors Corporation for nine years. Outside of his advisory role, Salerno is involved in community activities, serving as Vice President of the New Haven Football Boosters and holding ownership positions in several local businesses. 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 advisory services through a network of independent professionals, providing tailored strategies supported by proprietary models and third-party managers.

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