Grand Ledge, MI Office

Joel Heinlein is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 licenses and 23 years of industry experience. His prior work includes roles at Lutheran Financial Services, Regal Investment Advisors, Wells Fargo Advisors, and American Portfolios Financial Services. Outside of finance, he owns Joel Heinlein Music and Joel Heinlein Remodeling, reflecting involvement in the arts and construction sectors. Cambridge Investment Research Advisors serves 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 independent Financial Professionals, utilizing various custody platforms, proprietary and third-party investment strategies, and both discretionary and non-discretionary approaches.

Tracy Kendrick is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 20 years of industry experience. Prior to joining Cambridge, she worked at Wells Fargo Clearing Services and Morgan Stanley. She served on the Spring Vale Christian School Board of Directors for 14 years. 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 advisory services through independent Financial Professionals, utilizing a range of portfolio management strategies and multiple platform options.

Adam Heinlein is a financial advisor with Cambridge Investment Research Advisors, holding CFP® and ChFC® designations and over 40 years of industry experience. He previously worked at Regulus, LLC and Regal Investment Advisors LLC. Outside of his advisory role, Heinlein serves as chairman of the board for Crosswater Canyon, Inc. and is involved in various business activities including aircraft rental through Flying Machines, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by offering financial planning, investment management, and retirement advisory services. The firm provides tailored portfolio solutions through a network of independent financial professionals using multiple platform arrangements and offers both proprietary and external model strategies.

Joseph Taunt is a financial advisor with Cambridge Investment Research Advisors, holding CFP® and ChFC® designations and over 43 years of industry experience. His career includes long tenures at Regal Investment Advisors, Regal Financial Group LLC, and Regulus, LLC before joining Cambridge in 2024. Outside of advising, he serves as treasurer and board member for several yacht and sailing organizations, including the Muskegon Yacht Club and the Lake Michigan Sail Racing Federation. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a wide range of clients, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals and provides both discretionary and non-discretionary investment strategies across multiple platforms.