Pembine, WI 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
N18630 Highway 141
Pembine WI 54156
Advisors at this office
3
Advisors at this office
David M
ChFC®, Series 66
Pembine, WI
Cambridge Investment Research Advisors
David Mc Nurlen is a ChFC® and Series 66-credentialed financial advisor with 24 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked with firms including LPL Financial and Allstate Insurance Company. Mc Nurlen serves as a board member for the Lena Public School District and is a trust officer at Stephenson National Bank & Trust. Cambridge Investment Research Advisors is a large SEC-registered firm that serves 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 multiple portfolio management platforms and a mix of proprietary and third-party investment strategies.
Samuel H
CFP®, Series 63, Series 65
Pembine, WI
Cambridge Investment Research Advisors
Samuel Hofer is a CFP® professional with 39 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has prior experience with LPL Financial and Stephenson National Bank & Trust. Outside of his advisory role, he acts as an independent insurance agent and holds a relationship manager position at Stephenson National Bank & Trust. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies across various custody and platform arrangements.
Hunter M
CFP®, Series 66
Pembine, WI
Cambridge Investment Research Advisors
Hunter Mans is a CFP® professional with five years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His career includes roles at Cambridge Investment Research, The Stephenson National Bank and Trust, LPL Financial LLC, Northwestern Mutual, and Tri-County Credit Union. Outside of his advisory work, he coaches youth hockey and serves as a board member and treasurer for a school district. 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 advisory services through a network of independent Financial Professionals, with investment strategies tailored to client objectives across multiple custody platforms.
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