Overland Park, KS Mastin Blvd. Office

Team
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Cambridge Investment Research Advisors

Institution

Firm-wide stats for Cambridge Investment Research Advisors

Total advisors

3,908

Across 2,202 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

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.

Based on Cambridge Investment Research Advisors

Expertise

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

Based on Cambridge Investment Research Advisors

Occupation focus

Self-Employed

Based on Cambridge Investment Research Advisors

Location

10851 Mastin Blvd., Ste. 120

Overland Park KS 66210

Advisors at this office

3

Advisors at this office

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Gary N

Series 63

Overland Park, KS

Cambridge Investment Research Advisors

Gary Nagel is a financial advisor at Cambridge Investment Research Advisors with 55 years of industry experience. He holds a Series 63 designation and has worked previously at Geneos Wealth Management Inc. and Wealth Management of KC, Inc., where he continues as president. Nagel serves on the boards of Wycliffe USA, the Servant Foundation (The Signaty), Deerbrook Community Association, and Colonial Presbyterian Church. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals using various portfolio management and model-based solutions tailored to client objectives.

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

Dennis S

ChFC®, Series 63, Series 65

Overland Park, KS

Cambridge Investment Research Advisors

Dennis Spratt is a financial advisor with Cambridge Investment Research Advisors and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience, including prior roles at Geneos Wealth Management Inc., OSAIC, and Spratt Wealth Management Group, Inc. Outside of his advisory work, he serves on the board of Junior Achievement of Lawrence, a nonprofit organization. Cambridge Investment Research Advisors is an SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers tailored investment solutions through independent Financial Professionals using multiple custody platforms, proprietary and third-party model strategies, and a range of discretionary and non-discretionary management options.

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

Kevin C

Series 63, Series 65

Overland Park, KS

Cambridge Investment Research Advisors

Kevin Connor is a financial advisor with Cambridge Investment Research Advisors in Overland Park, Kansas. He holds Series 63 and Series 65 licenses and has 38 years of industry experience, including 26 years at Lincoln Financial Advisors. His other business activities include insurance sales in the fixed life and annuity sector. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals using a variety of investment platforms and strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
View complete list of advisors at this office
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