Morton, IL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Cambridge Investment Research Advisors
Institution
Firm-wide stats for Cambridge Investment Research Advisors
About
Cambridge Investment Research Advisors is a large SEC-registered adviser that serves a broad mix of clients—individuals (including both non-HNW and high-net-worth clients), pension and profit‑sharing plans, charitable organizations, trusts and estates, and other retirement-plan sponsors—by offering financial planning, investment management, retirement plan advisory, and financial-wellness services. Services are delivered through a network of independent Financial Professionals and include direct portfolio management, wrap-fee programs (WealthPort), model-based solutions, and referrals to approved third‑party managers.
Investment implementation is offered across multiple custody and platform arrangements (CMAP, FlexMAP, WealthPort, UMA/CAAP) and can be either discretionary or non‑discretionary, with Financial Professionals tailoring strategies to client objectives. The firm maintains both proprietary model strategies under the Founders Gate Capital brand and access to unaffiliated strategists, and the brochure notes that some advisers use tactical approaches and, in a minority of cases, market‑timing services rather than only buy‑and‑hold allocations.
Noteworthy, and less common among peer institutions, is Cambridge’s explicit disclosure of affiliated‑strategy economics and related conflict‑of‑interest controls for Founders Gate Capital, along with documented advisor business relationships that include Financial Professionals who are attorneys or CPAs and may provide or refer legal and accounting services. The brochure also details institutional features tied to the firm’s scale—advisor transition loans/grants and equity participation arrangements, FDIC sweep options, and formal compliance and supervisory processes—which can materially shape how recommendations are selected and implemented.
Expertise
Location
805 W Jackson St, Suite 201
Morton IL 61550-1582
Advisors at this office
4
Advisors at this office
Bartt S
Series 63, Series 65
Morton, IL
Cambridge Investment Research Advisors
Bartt Stevens is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Cambridge since 2010 and also operates as an independent insurance agent specializing in health and life insurance. Additionally, he serves as a precinct committeeman for the Republican Party in Tazewell County, Morton Township. Cambridge Investment Research Advisors is a large SEC-registered adviser serving individuals, retirement plans, charitable organizations, and trusts through a network of independent Financial Professionals. The firm offers a range of services including financial planning, investment management, and retirement plan advisory, utilizing proprietary and third-party strategies across multiple platform arrangements tailored to client objectives.
John W
ChFC®, Series 63
Morton, IL
Cambridge Investment Research Advisors
John Witzig is a ChFC®-designated financial advisor with 17 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has been with Cambridge entities since 2009 and also serves as vice president of Witzig Financial Strategies. Outside of his advisory role, he works as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a broad network of independent professionals, using a range of portfolio management solutions tailored to client objectives.
Philip S
PFS™, Series 63
Morton, IL
Cambridge Investment Research Advisors
Philip Schmidt is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. He holds the PFS™ and Series 63 designations. Schmidt has been affiliated with Cambridge Investment Research Advisors since 2016 and also serves as Vice President and CPA/VP of Finance & Operations at Witzig Financial Strategies. He is a board member of South Side Mission, participating in board and committee meetings as well as fundraising events. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform options.
Michael W
Series 63, Series 65
Morton, IL
Cambridge Investment Research Advisors
Michael Witzig is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2010 and was previously with Burton Consulting for nearly two decades. Outside of advising, Witzig is a CPA providing tax preparation services and serves on the boards of the Morton Economic Development Council and the Salvation Army estate advisory board. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers comprehensive financial planning, investment management, and retirement plan advisory services, utilizing both proprietary and third-party strategies across multiple platform arrangements.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)