Overland Park, KS 4600 College Blvd Office
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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
4600 College Blvd, Ste 106
Overland Park KS 66211
Advisors at this office
3
Advisors at this office
Robert O
CFP®, Series 63, Series 65
Overland Park, KS
Cambridge Investment Research Advisors
Robert Overton is a CFP® professional with 22 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2011. He also works as an independent insurance agent specializing in fixed life, disability, and long-term care insurance. Outside of finance, he performs as an accordion player at occasional non-solicited events and serves on the personnel committee at Leawood Baptist Church. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a range of portfolio management strategies and platform arrangements.
Nick K
CFP®, Series 63, Series 65
Overland Park, KS
Cambridge Investment Research Advisors
Nick Kendall is a CFP® with 14 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has worked with Cambridge since 2015. In addition to his advisory role, he is an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, using a range of strategies across multiple custody platforms.
Stacy H
Series 66
Overland Park, KS
Cambridge Investment Research Advisors
Stacy Huffhines is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors and affiliated entities, where she has worked since 2016. She has 12 years of industry experience. Outside of her advisory role, she works part-time as a cashier at Sprouts Farmer Market. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent Financial Professionals, utilizing various portfolio management platforms and strategies tailored to client objectives.
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