Tecumseh, MI W Chicago Blvd. Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

2

Of 3,913 advisors across 2,201 offices

Location

515 W Chicago Blvd.

Tecumseh MI 49286

Advisors at this office

2

Advisors at this office

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John L

Series 63, Series 66

Tecumseh, MI

Cambridge Investment Research Advisors

John Lapham is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Cambridge Investment Research Advisors since 2008. Outside of his advisory role, he serves as Vice President of the Onsted Kiwanis Club and as a trustee of the Onsted Kiwanis Community Foundation. 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 plan advisory services through a network of independent Financial Professionals and utilizes 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
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Kevin W

Series 63, Series 65

Tecumseh, MI

Cambridge Investment Research Advisors

Kevin Way is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked with Cambridge since 2008. Outside of his advisory role, he owns an independent insurance agency and provides tax preparation services. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm delivers solutions through independent Financial Professionals utilizing various portfolio management strategies and platform arrangements tailored to client objectives.

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