Wyoming, MI Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
1736 Gezon Pkwy. SW, Ste. 200
Wyoming MI 49519
Advisors at this office
4
Advisors at this office
Michael B
Series 63, Series 65
Wyoming, MI
Cambridge Investment Research Advisors
Michael Billingsley 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 2016 and also affiliated with Hansen Brokerage since 2015. Outside of his advisory work, he owns Retirement Plan Solutions, providing third-party administration and pension consulting services. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a broad range of clients, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using diverse investment platforms and strategies.
Christian V
Series 66
Wyoming, MI
Cambridge Investment Research Advisors
Christian Viel is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has two years of industry experience, including prior roles at IDEXX Laboratories and Fisher and Paykel Healthcare. Christian is involved in community activities as a committee member of the Ada Business Association and St. Matthews Lutheran Church, and he serves as president of BNI Referrals Plus. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, offering financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm provides a range of portfolio management options, including proprietary and third-party strategies, under various custody and platform arrangements.
Michael D
CFP®, Series 63
Wyoming, MI
Cambridge Investment Research Advisors
Michael Devries is a CFP® professional with 28 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2016. He is also a CPA and owner of VanderLugt, Mulder & DeVries, providing accounting and consulting services primarily to medical and dental practices. Additionally, he serves as secretary/treasurer for Neighborhood Church Ministries, a community outreach organization. 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 through a network of independent financial professionals. The firm delivers a variety of portfolio management solutions across multiple platform arrangements and maintains proprietary and third-party investment strategies.
Brian K
Series 63, Series 66
Wyoming, MI
Cambridge Investment Research Advisors
Brian Karsten is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2016 and has been associated with VanderLugt, Mulder & DeVries for over 26 years. Outside of advising, he is the owner and accountant for Hudsonville Floral & Gift Shop Inc., a retail floral business. Cambridge Investment Research Advisors serves a diverse range of clients, including individuals, retirement plans, charitable organizations, and trusts, by offering financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm supports tailored investment strategies through a network of independent professionals and employs various custody and platform arrangements, combining proprietary and third-party model strategies.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")