Kalamazoo, MI 2632 11th St. Office

Team
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Cambridge Investment Research Advisors

Institution

Firm-wide stats for Cambridge Investment Research Advisors

Total advisors

3,911

Across 2,198 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

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.

Based on Cambridge Investment Research Advisors

Expertise

Annuities Retirement plans for business owners (SEP, solo 401k)

Based on Cambridge Investment Research Advisors

Location

2632 11th St.

Kalamazoo MI 49009

Advisors at this office

9

Advisors at this office

user avatar

Carrie W

CFP®, Series 66

Kalamazoo, MI

Cambridge Investment Research Advisors

Carrie Wedel is a CFP® certificant with 11 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her prior work includes nearly a decade at Harbour Investments, Inc., and roles at Burnham & Flower Agency and Zhang Financial. In addition to her advisory work, she is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management through multiple platforms and supports affiliated model strategies under the Founders Gate Capital brand.

Annuities Retirement plans for business owners (SEP, solo 401k)
user avatar

Stan L

Series 63, Series 65

Kalamazoo, MI

Cambridge Investment Research Advisors

Stan Ledvina is a financial advisor with Cambridge Investment Research Advisors in Kalamazoo, MI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Mainstreet Financial Advisors, LLC, and Fifth Third Securities, Inc. Outside of his advisory role, he is involved with Kingdom Advisors, an organization supporting Christian financial professionals, and serves as a volunteer member of the St. Mary Church Finance Committee. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm supports discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Annuities Retirement plans for business owners (SEP, solo 401k)
user avatar

Brian S

Series 66

Kalamazoo, MI

Cambridge Investment Research Advisors

Brian Spitzley is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and 18 years of industry experience. Prior to joining Cambridge in 2017, he worked at Eagle Strategies, New York Life, and Edward Jones. He serves as a board member for AMBUCS, a charitable organization based in Kalamazoo, MI. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management through various proprietary and third-party platforms.

Annuities Retirement plans for business owners (SEP, solo 401k)
user avatar

Benjamin L

Series 66

Kalamazoo, MI

Cambridge Investment Research Advisors

Benjamin Ledvina is a financial advisor with Cambridge Investment Research Advisors in Kalamazoo, MI, holding a Series 66 designation and one year of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2025 and is also the owner of Ledvina Mowers, a construction and labor business. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers multiple platforms and custodians to support discretionary and non-discretionary management.

Annuities Retirement plans for business owners (SEP, solo 401k)
user avatar

John B

Series 63, Series 66

Kalamazoo, MI

Cambridge Investment Research Advisors

John Buetow is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 45 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2009, following a year at Mainstreet Financial Advisors. Outside of his advisory role, he serves as president of Zion Lutheran Church in Kalamazoo, MI. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and multiple platform options.

Annuities Retirement plans for business owners (SEP, solo 401k)
user avatar

Roger S

Series 63, Series 66

Kalamazoo, MI

Cambridge Investment Research Advisors

Roger Severance is a financial advisor with Cambridge Investment Research Advisors in Kalamazoo, MI, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2009. Severance is also president of RS Financial, a financial services business he owns. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers various account implementation platforms, as well as proprietary and third-party model strategies.

Annuities Retirement plans for business owners (SEP, solo 401k)
user avatar

Randall V

CFP®, Series 63

Kalamazoo, MI

Cambridge Investment Research Advisors

Randall Verlin is a CFP®-designated financial advisor with Cambridge Investment Research Advisors and has 40 years of industry experience. He has been with Cambridge since 2009 and previously worked with the Mazzola-Verlin Group and Kardia Midwest Family Wealth Counseling. He serves on the Western Michigan University Athletic Advisory Board and owns a tax preparation service in Kalamazoo, MI. Cambridge Investment Research Advisors provides financial planning, investment management, and retirement-plan advisory services to a broad mix of individual and institutional clients, including pension and charitable organizations. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Annuities Retirement plans for business owners (SEP, solo 401k)
user avatar

Bruce B

Series 63, Series 65

Kalamazoo, MI

Cambridge Investment Research Advisors

Bruce Bos is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has been with Cambridge Investment Research Advisors since 2013 and also works as an independent insurance agent selling life, long-term care, and fixed annuity products. Additionally, he is employed as a title examiner at Lighthouse Title Group. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm supports various management platforms and proprietary model strategies under the Founders Gate Capital brand.

Annuities Retirement plans for business owners (SEP, solo 401k)
user avatar

Jacob T

Series 66

Kalamazoo, MI

Cambridge Investment Research Advisors

Jacob Tiller 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 Cambridge Investment Research and Flagstar Bank. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, custodians, and proprietary model strategies.

Annuities Retirement plans for business owners (SEP, solo 401k)
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