AH
Adam L. Heinlein
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Grand Ledge, MI 48837
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CRD#: 1423639
AH
Professional summary
Adam Lee Heinlein, CFP®, ChFC®, CLU® is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Grand Ledge, Michigan and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Grand Ledge, Michigan.
Adam is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Adam has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Retirement Planning
Employee and Employer Plan Ben...
Insurance Planning
Education Planning
Estate Planning
Business Succession Planning
Investment Planning
Comprehensive Financial Planni...
Budgeting
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
AEROSPACE FINANCIAL SERVICESES, 15190 S WRIGHT ROAD, GRAND LEDGE MI 48837, 12/2024, AGENT, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 4 HR/MO - 4 HR/MO TRADING LUTHERAN FINANCIAL SERVICES, INC., 15190 S WRIGHT ROAD, GRAND LEDGE MI 48837, 12/2024, President, Using a Trade Name / DBA, NIR, 80 HR/MO - 60 HR/MO TRADING CHAIRMAN OF THE BOARD, CROSSWATER CANYON, INC., 2800 Bullitsburg Church Road, Petersburg KY 41080, 12/2024, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 2 HR/MO - 1 HR/MO TRADING ARMG PROPERTIES, LLC, 15190 S WRIGHT ROAD, GRAND LEDGE MI 48837, 12/2024, Owner, Real Estate, NIR, 4 HR/MO - 4 HR/MO TRADING LUTHERAN FINANCIAL SERVICES, INC., 15190 S WRIGHT ROAD, GRAND LEDGE MI 48837, 12/2024, President, Cambridge RIA, INV REL, 160 HR/MO - 130 HR/MO TRADING AEROSPACE ENERGY, LLC, 15190 S WRIGHT ROAD, GRAND LEDGE MI 48837, 12/2024, Owner, 1099, NIR, 1HR/MO - 1HR/MO TRADING KRAFT EQUITIES, LLC, 15190 S WRIGHT ROAD, GRAND LEDGE MI 48837, 12/2024, Owner, Real Estate, NIR, 1HR/MO - 1HR/MO TRADING FLYING MACHINES, LLC, 15190 S WRIGHT ROAD, GRAND LEDGE MI 48837, 12/2024, Owner, Equipment Rental: Aircraft rental, NIR, 1HR/MO - 1HR/MO TRADING NOTARY, 15190 S WRIGHT ROAD, GRAND LEDGE MI 48837, 12/2024, NOTARY PUBLIC, NOTARY, NIR, 1HR/MO - 1HR/MO TRADING KINGS POINTE BUSINESS PARK CENTER, INC., 15190 S WRIGHT ROAD, GRAND LEDGE MI 48837, 12/2024, President, REAL ESTATE, NIR, 1HR/MO - 1HR/MO TRADING FLYING MACHINES FARM, LLC, 15190 S WRIGHT ROAD, GRAND LEDGE MI 48837, 12/2024, Owner, Agriculture, NIR, 2HR/MO - 0 HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Adam Lee Heinlein's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1991
Experience
Current
December 16, 2024 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 15190 Wright Road, Grand Ledge, MI 48837RIA
CRD#: 134139
Grand Ledge, MI
Current
December 16, 2024 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 15190 Wright Road, Grand Ledge, MI 48837BD
CRD#: 39543
Grand Ledge, MI
Past
December 8, 2014 - December 23, 2024
REGULUS FINANCIAL GROUP, LLC
BD
CRD#: 150631
Grand Ledge, MI
Past
November 4, 2010 - December 23, 2024
REGAL INVESTMENT ADVISORS LLC
RIA
CRD#: 125004
GRAND LEDGE, MI
Past
February 26, 2010 - March 7, 2011
AMERICAN PORTFOLIOS ADVISORS, INC
RIA
CRD#: 112697
HOLBROOK, NY
Past
February 8, 2010 - December 5, 2014
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
BD
CRD#: 18487
GRAND LEDGE, MI
Past
October 31, 2005 - February 10, 2010
OSAIC SERVICES, INC.
BD
CRD#: 133763
KENTWOOD, MI
Past
January 2, 2003 - October 31, 2005
SUNAMERICA SECURITIES, INC.
BD
CRD#: 20068
PHOENIX, AZ
Past
July 1, 2002 - January 16, 2003
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
MINNEAPOLIS, MN
Past
December 17, 1985 - July 1, 2002
LUTHERAN BROTHERHOOD SECURITIES CORP.
BD
CRD#: 4205
MINNEAPOLIS, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(12/16/2024)
RR
California(12/16/2024)
RR
Colorado(12/16/2024)
RR
Florida(12/16/2024)
RR
Georgia(12/16/2024)
RR
Illinois(12/16/2024)
RR
Indiana(12/16/2024)
RR
Maryland(12/16/2024)
RR
Michigan(12/16/2024)
IAR
Michigan(12/16/2024)
RR
Minnesota(12/16/2024)
RR
Missouri(12/16/2024)
RR
New Mexico(2/10/2025)
RR
North Carolina(12/16/2024)
RR
Ohio(12/16/2024)
RR
Oklahoma(12/16/2024)
RR
Tennessee(12/16/2024)
RR
Texas(12/16/2024)
IAR
Texas(12/16/2024)
RR
Virginia(12/16/2024)
RR
Wisconsin(12/16/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
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Contact information
Main Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Mailing Address
Phone number
(641) 472-5100
Established
Firm type
Fiscal year end
# of Employees
3,361
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 438,414 |
| AUM (Assets Under Management) | $ 102,413,096,032 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/09/2024 | ||
| 04/29/2024 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRD#: 134139Grand Ledge, MI 48837TRUST BUT VERIFY
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