Westlake, OH 24610 Detroit Rd. 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
24610 Detroit Rd., Suite 210
Westlake OH 44145
Advisors at this office
3
Advisors at this office
Joel J
Series 63
Westlake, OH
Cambridge Investment Research Advisors
Joel Jensen is a financial advisor at Cambridge Investment Research Advisors with 32 years of industry experience. He previously spent 21 years at Lincoln Financial Advisors Corporation before joining Cambridge in 2024. Jensen holds a Series 63 designation and is based in Westlake, Ohio. He is also the owner of Wealthplan Partners LLC, an independent advisory business. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals utilizing multiple custody platforms and proprietary as well as third-party model strategies.
Michael N
Series 66
Westlake, OH
Cambridge Investment Research Advisors
Michael Norman is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors and Edward Jones. Outside of his advisory role, he owns Avon Party Tent Rental. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of financial planning, investment management, and retirement advisory services through a network of independent professionals using various portfolio management and model-based solutions tailored to client needs.
August G
Series 66
Westlake, OH
Cambridge Investment Research Advisors
August Golinski is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 designation and has 13 years of industry experience. He previously worked for Lincoln Financial Advisors Corporation for 11 years before joining Cambridge in 2024. Golinski also operates as an independent insurance agent affiliated with various agencies. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm offers a range of investment solutions delivered through independent Financial Professionals, utilizing multiple platform arrangements and proprietary models alongside third-party strategist access.
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