Wichita, KS E Central 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

5940 E Central

Wichita KS 67208

Advisors at this office

6

Advisors at this office

user avatar

Joshua B

Series 65, Series 63

Wichita, KS

Cambridge Investment Research Advisors

Joshua Bolan is a financial advisor with Cambridge Investment Research Advisors holding Series 65 and Series 63 licenses and has nine years of industry experience. His career includes roles at Cambridge Investment Research Advisors, Cambridge Investment Research, Hornor Townsend & Kent Inc, JSB Retirement Solutions, and Schreck Financial Group. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals utilizing a variety of portfolio management and model-based solutions.

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

Alex B

Series 66

Wichita, KS

Cambridge Investment Research Advisors

Alex Buck is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation. He joined the firm in 2026 and has prior experience at Foundation Building Materials since 2013. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, offering a range of investment strategies across multiple platform arrangements.

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

Bradford S

ChFC®, Series 63

Wichita, KS

Cambridge Investment Research Advisors

Bradford Schreck is a ChFC® credentialed financial advisor with 44 years of industry experience. He currently works at Cambridge Investment Research Advisors and previously spent 30 years at Hornor, Townsend & Kent, Inc. Schreck serves on the boards of St. Vincent de Paul and Starkey Inc., reflecting his involvement in nonprofit organizations. Cambridge Investment Research Advisors is a large SEC-registered firm that serves 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 professionals using a variety of portfolio management strategies and platform options.

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

Shawn O

Series 63, Series 66

Wichita, KS

Cambridge Investment Research Advisors

Shawn Omara is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked with Penn Mutual Life Insurance Company since 2001 and was associated with Hornor Townsend & Kent Inc for over two decades. Outside of his advisory role, he operates as an independent insurance agent through Schreck Financial Group. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors, providing financial planning, investment management, and retirement advisory services via a network of independent Financial Professionals. The firm offers diverse portfolio management options and emphasizes transparency around affiliated strategies and advisor business relationships.

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

Donald S

ChFC®, Series 63

Wichita, KS

Cambridge Investment Research Advisors

Donald Schreck is a ChFC® and Series 63 credentialed financial advisor at Cambridge Investment Research Advisors with 46 years of industry experience. He worked at Hornor, Townsend & Kent, Inc. for 30 years before joining Cambridge in 2022. Outside of his advisory role, he is an independent insurance agent through Schreck Financial Group, LLC. Cambridge Investment Research Advisors serves 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 through a large network of independent Financial Professionals, employing a range of portfolio management strategies across multiple custody platforms.

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

Daniel B

ChFC®, Series 63

Wichita, KS

Cambridge Investment Research Advisors

Daniel Buck is a financial advisor with Cambridge Investment Research Advisors in Wichita, KS, holding the ChFC® designation and Series 63 license. He has 34 years of industry experience, including 16 years at Hornor Townsend And Kent, Inc., and has owned and operated Insurance Strategies Inc. since 1985. 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 through a network of independent professionals, using 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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