What departments does Cambridge Investment Research have?

Cambridge Investment Research has employees across 10 departments including Support, Finance, Entrepreneurship, Business Development, Solutions Engineering.

What is the largest department at Cambridge Investment Research?

The largest department at Cambridge Investment Research is Entrepreneurship with 9 employees.

Where are Cambridge Investment Research employees located globally?

Cambridge Investment Research has employees across 5 continents and 7 countries including Morocco, India, United Kingdom Of Great Britain And Northern Ireland, France, United States Of America.

How has Cambridge Investment Research's team size changed over time?

Cambridge Investment Research's team has decreased from approximately 1.5K to 1.2K employees based on available data.

Cambridge Investment Research Employee Directory

Q: Who are Cambridge Investment Research's key employees and leadership?

Cambridge Investment Research's key employees include: Evp, Chief Experience Officer: V. V., Chief Executive Officer: D. G., Chief Executive Officer: J. L., Chief Executive Officer Zeckets And Associates: L. D., Chief Financial Officer: D. B..

Financial ServicesIowa, United States1001-5000 Employees

Cambridge Investment Research, Inc. operates as a financial services platform that supports independent financial professionals. Securities are offered through Cambridge Investment Research, Inc., a broker-dealer, while advisory services are provided by Cambridge Investment Research Advisors, Inc., a registered investment adviser; both entities are wholly owned by Cambridge Investment Group, Inc. Headquartered in Fairfield, Iowa, the company traces its history to 1981 and serves a network of planners, wealth advisors, and other entrepreneurship-focused professionals who seek to run their practices with flexibility and customization.

In March 2026 Cambridge Investment Research completed the acquisition of WealthPlanners, LLC, a move intended to strengthen advisor succession planning and extend long-term continuity for advisory teams. Industry coverage in 2026 also notes Cambridge as a participant in the competitive landscape of independent wealth management, with LPL Financial identified as a rival. The firm’s growth activities and market position reflect its emphasis on enabling independent advisors to tailor their practices to client needs within the broader financial services industry.

Cambridge Investment Research Global Highlights

North America
1.8K

United States Of America
1.8K
Canada
1

Europe
4

United Kingdom Of Great Britain And Northern Ireland
3
France
1

Africa
1

Morocco
1

Asia
1

India
1

Cambridge Investment Research's Leadership

D. G.
Chief Executive Officer
Mobile Phone
Email
J. L.
Chief Executive Officer
Mobile Phone
Email
L. D.
Chief Executive Officer Zeckets And Associates
Mobile Phone
Email
D. B.
Chief Financial Officer
Mobile Phone
Email
N. J.
Vice President Of Business Development
Mobile Phone
Email
D. S.
Vice President Asset Management
Mobile Phone
Email
M. K.
Vice President , Business Development
Mobile Phone
Email
T. V.
Vice President Investments And Insurance
Mobile Phone
Email

Cambridge Investment Research Employee Metrics

100%

50%

0%

2026

2025

Finance
Analytics
Engineering
Consultant
Operations
Other
Product Management
Business Development
Banking
Information Technology
Community & Social Services

Contact profiles from Cambridge Investment Research

Name

Title

Contact Info

Location

Last Update

V. V.
Evp, Chief Experience Officer
Mobile Phone
Email
May 28, 2026
A. W.
Cambridge Partner Support Representative
Mobile Phone
Email
May 06, 2024
B. M.
President
Mobile Phone
Email
Oct 17, 2024
D. F.
Partner Support Representative
Mobile Phone
Email
Oct 16, 2024
D. B.
Chief Financial Officer
Mobile Phone
Email
Oct 22, 2024
D. G.
Chief Executive Officer
Mobile Phone
Email
Oct 22, 2024
J. S.
President And Chief Compliance Officer
Mobile Phone
Email
Oct 17, 2024
J. L.
Chief Executive Officer
Mobile Phone
Email
Oct 23, 2024
J. S.
Owner
Mobile Phone
Email
Oct 23, 2024
K. H.
Owner
Mobile Phone
Email
Oct 21, 2024

Frequently Asked Questions

What is Cambridge Investment Research known for?

Cambridge Investment Research was founded in 1981 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-641-472-****

. Explore Cambridge Investment Research's company overview page for more information.

What is Cambridge Investment Research's most common email format?

Cambridge Investment Research employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cambridge Investment Research email formats with LeadIQ.

How many employees does Cambridge Investment Research have currently?

Cambridge Investment Research has approximately 1.3K employees as of July 2026. These team members are located across 4 continents, including North AmericaEuropeAfrica.

Who are Cambridge Investment Research's key employees and leadership?

As of July 2026, Cambridge Investment Research's key employees include:

Chief Executive Officer: D. G.
Chief Executive Officer: J. L.
Chief Executive Officer Zeckets And Associates: L. D.
Chief Financial Officer: D. B.
Vice President Of Business Development: N. J.

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Cambridge Investment Research Employee Directory

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