Wichita, KS E 21st St N Office

Team
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Cambridge Investment Research Advisors

Institution

Firm-wide stats for Cambridge Investment Research Advisors

Total advisors

3,909

Across 2,200 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

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.

Based on Cambridge Investment Research Advisors

Expertise

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

Based on Cambridge Investment Research Advisors

Occupation focus

Self-Employed

Based on Cambridge Investment Research Advisors

Location

13111 E 21st St N

Wichita KS 67230

Advisors at this office

11

Advisors at this office

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Benjamin F

Series 66

Wichita, KS

Cambridge Investment Research Advisors

Benjamin French is a Series 66-licensed financial advisor with five years of industry experience, currently with Cambridge Investment Research Advisors. He has worked at Cambridge Investment Research Inc. since 2021 and serves on the board of Shepherd's Way Inc., a nonprofit organization based in Wichita, KS. His career also includes seven years at Heartspring Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving 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, providing both proprietary and third-party investment strategies across multiple platform arrangements.

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

Series 66

Wichita, KS

Cambridge Investment Research Advisors

Christopher McGill is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 21 years of industry experience. He previously worked at Benjamin F. Edwards & Co for eight years before joining Cambridge in 2020. McGill serves as a board member for the Highlands at Terradyne Townhomes HOA in Andover, KS. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations through a network of independent Financial Professionals. The firm offers financial planning, investment management, and retirement advisory services utilizing a range of portfolio management approaches and proprietary model strategies.

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

Series 63, Series 66

Wichita, KS

Cambridge Investment Research Advisors

Abigail Holden is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has been affiliated with Cambridge since 2014 and has worked for multiple firms, including DAS Financial and Financial Innovations, LLC. Outside of her advisory role, she volunteers as the Executive Event Chair for the Wichita Walk to End Alzheimer's through the Alzheimer's Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services delivered via a network of independent professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

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

Series 66

Wichita, KS

Cambridge Investment Research Advisors

Zachary Mc Gill is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds a Series 66 designation and has worked at Cambridge and Corenorth Capital Planning. Outside of his advisory role, he is involved as an independent insurance agent and participates in sport, fitness, and gaming activities. Cambridge Investment Research Advisors serves a wide range of clients, 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 Financial Professionals, utilizing various portfolio management strategies and platforms tailored to client objectives.

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

Series 63, Series 65

Wichita, KS

Cambridge Investment Research Advisors

James Neslage is a financial advisor with Cambridge Investment Research Advisors in Wichita, KS, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors Inc. and Wells Fargo Advisors. Outside of his advisor role, he is involved with Neslage Investments LLC as an independent insurance agent. 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, utilizing a range of 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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Ryan M

Series 66

Wichita, KS

Cambridge Investment Research Advisors

Ryan Morris is a financial advisor with Cambridge Investment Research Advisors in Wichita, KS, holding a Series 66 designation and six years of industry experience. He has worked at multiple related entities within the Cambridge Investment Research network since 2018 and has additional experience in healthcare and cardiovascular consulting. Outside of advisory work, he serves as a volunteer treasurer. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a variety of implementation platforms and strategies tailored to client objectives.

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

Series 63, Series 66

Wichita, KS

Cambridge Investment Research Advisors

James Bonifas Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 registrations and offering 24 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2014. Outside of his advisory role, he is also an independent insurance agent in Wichita, KS. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and other retirement-plan sponsors. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals, utilizing a range of portfolio management strategies and platform arrangements.

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

ChFC®, Series 63, Series 65

Whichita, KS

Cambridge Investment Research Advisors

Larry Chadwick is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience and has been with Cambridge Investment Research since 2014. Outside of his advisory work, Chadwick serves in leadership roles with the Wichita Area Builders Association, including Chairman of the Education Committee and Vice Chairman of the WABA Builders Care Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes 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 using a variety of portfolio management approaches and platform arrangements.

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

Gregory C

Series 66

Wichita, KS

Cambridge Investment Research Advisors

Gregory Carr is a financial advisor with Cambridge Investment Research Advisors in Wichita, KS, holding a Series 66 designation and 25 years of industry experience. He has been with Cambridge since 2013 and is also involved as an independent insurance agent and advisory representative through related business activities. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse clientele, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals, providing a range of 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
user avatar

William M

CFP®, Series 63, Series 66

Wichita, KS

Cambridge Investment Research Advisors

William May is a Certified Financial Planner® with 24 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2014 and is also an independent insurance agent in Wichita, Kansas. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, trusts, and other clients. The firm offers a range of financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, providing customizable investment strategies across multiple platforms.

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

Seth A

CFP®, Series 63, Series 65

Wichita, KS

Cambridge Investment Research Advisors

Seth Asher is a CFP® professional with 25 years of experience, currently with Cambridge Investment Research Advisors since 2014. He holds Series 63 and Series 65 registrations. Outside of his advisory role, he is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm provides both proprietary and third-party investment strategies through various platform arrangements, with services tailored to client objectives.

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