Wichita, KS N Rock 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
3500 N Rock Rd., Building 1100
Wichita KS 67226
Advisors at this office
3
Advisors at this office
Susan T
Series 63, Series 65
Wichita, KS
Cambridge Investment Research Advisors
Susan Thurman is a financial advisor with Cambridge Investment Research Advisors in Wichita, KS, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2020 and has been associated with Financial Benefits Inc and Cambridge Investment Research, Inc since 2013. Outside of advising, she serves as secretary for the nonprofit H3America in Council Grove, KS, and is a licensed notary public in Kansas. 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 advisory services delivered through a network of independent professionals using both proprietary and third-party investment strategies across multiple platform arrangements.
Martin T
CFP®, Series 63, Series 65
Wichita, KS
Cambridge Investment Research Advisors
Martin Thurman is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2019. He has previously worked at Financial Benefits, Inc. and has been involved with Thurman Financial, LLC since 2016. Thurman also serves as CEO of H3America, a nonprofit organization that raises funds and provides outdoor outings for veterans. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, using a variety of portfolio management strategies and platform arrangements tailored to client objectives.
Joshua J
Series 66
Wichita, KS
Cambridge Investment Research Advisors
Joshua Johnsrud is a Series 66-licensed financial advisor with 11 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and also has concurrent roles with Strategic Partners Financial Group and Cambridge Investment Research, Inc. Johnsrud is a principal at Amberway, a separate business involving trading activities. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides various portfolio management options through a network of independent Financial Professionals and supports both discretionary and non-discretionary investment strategies.
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