West Des Moines, IA 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
West Des Moines IA
Advisors at this office
5
Advisors at this office
Brandt G
Series 66
West Des Moines, IA
Cambridge Investment Research Advisors
Brandt Gebel is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and five years of industry experience. His work history includes roles at Cambridge Investment Research, Cetera Investment Advisors, Fidelity Bank & Trust, Northwestern Mutual, and State Bank and Trust. He is also associated with Jordan Creek Financial Solutions and serves as an agent with Sentinel Security Life. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies across multiple platforms.
Alex C
Series 66
West Des Moines, IA
Cambridge Investment Research Advisors
Alex Cary is a Series 66-registered financial advisor with eight years of industry experience. He currently works at Cambridge Investment Research Advisors and has prior experience at Brokers International Financial Services, CETERA Advisor Networks, and Voya Financial Advisors. Cary is also involved with Jordan Creek Financial Solutions. 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 a network of independent professionals, utilizing proprietary and third-party model strategies across multiple platform arrangements.
Kris W
Series 63
West Des Moines, IA
Cambridge Investment Research Advisors
Kris Wright is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 32 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, FSC Securities Corporation, and Connecticut Mutual Life Insurance Co. He also operates independently as an insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides a range of portfolio management options through multiple platform arrangements, combining proprietary and third-party strategies tailored to client objectives.
Kurt C
Series 63, Series 65
West Des Moines, IA
Cambridge Investment Research Advisors
Kurt Cole is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 17 years of industry experience. He previously worked at First Financial Advisors, LLC for 16 years and has been involved with the First Financial Education Center of Iowa for over two decades. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides diverse investment solutions through independent Financial Professionals, utilizing both proprietary models and third-party strategists across multiple platform arrangements.
Jason V
Series 63, Series 65
West Des Moines, IA
Cambridge Investment Research Advisors
Jason Vos is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2010. Vos serves as a board member of the Willow Creek Golf Course Men's League in West Des Moines, IA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using various portfolio management approaches and platform arrangements.
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