Scott M. Cousino
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
GRAND RAPIDS, MI 49509
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CRD#: 5232514
Professional summary
Scott Matthew Cousino, CFP® is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Grand Rapids, Michigan and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Livonia, Michigan.
Scott is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Scott has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
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.
1) INDEPENDENT INSURANCE AGENT, 1009 44TH ST SW STE 106 GRAND RAPIDS MI, 05/2009, SELLING/SERVICING HEALTH & LIFE PRODUCTS THROUGH VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 1 HR/WK 0/TRADING 2) LEGACY CAPITAL PLANNERS LLC, 1009 44TH ST SW STE 106 GRAND RAPIDS MI, 08/2014, PRESIDENT, INV REL, SECURITIES DBA, 10 HR/MO 10/TRADING 3) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 9/2013 AS ADVISORY REP OF A RIA. INV REL, 30 HR/WK 8/TRADING 4) STREAMS OF HOPE, 280 60TH ST SE GRAND RAPIDS MI, 3/2018, BOARD MEMBER, NIR, 24 HRS/YR 0HRS/TRADING 5) GRAND RAVINE ESTATES OWNER, PRESIDENT, JENISON MI 49428, 10/2021, 1 HR/MO 0/TRADING HR, OVERSEEING ANNUAL MEETINGS, CALLING AD HOC MEMBER MEETINGS AS NEEDED 6) WEST MICHIGAN EXIT PLANNING ASSOCIATION, GRAND RAPIDS MI 49504, 02/2022, Board Member, VOLUNTEER, NIR, 4 HR/MO 1 HR/MO TRADING 7) STREAMS, 280 60TH ST SE GRAND RAPIDS MI 49548, 03/2018, BOARD MEMBER, CIVIC, NIR, 4 HR/MO 0 HR/MO TRADING 8) COOZIE PROPERTIES LLCS, 3437 Kayelin Ct, Jenison MI 49428, United States, 04/24/2023, OWNER, REAL ESTATE, NIR, 5 HR/MO 0 HR/MO TRADING 9) SCOTT COUSINO, 4556 Spartan Industrial Dr. SW, Grandville MI 49418, 04/2025, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 4 HR/MO, 1 HR/MO TRADING. 10) Fellowship of Christian Athletes, 727 Franklin Ave, Grand Haven MI 49417, United States, 10/2025, Board Member, Volunteer, Not Investment Related, 4 HR/MO, 0 HR/MO Trading
CRS (Client Relationship Summary) - RIA
Click below to view Scott Matthew Cousino'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: 2013
Experience
Current
September 19, 2013 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 1009 44th St Sw Ste 106, Grand Rapids, MI 49509Office #2: 39111 Six Mile Rd. #136, Livonia, MI 48152RIA
CRD#: 134139
GRAND RAPIDS, MI
Current
September 16, 2013 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 39111 Six Mile Rd. #136, Livonia, MI 48152Office #2: 1009 44th St Sw Ste 106, Grand Rapids, MI 49509BD
CRD#: 39543
Livonia, MI
Past
July 20, 2009 - September 18, 2013
OSAIC SERVICES, INC.
RIA
CRD#: 133763
GRAND RAPIDS, MI
Past
October 30, 2006 - September 18, 2013
OSAIC SERVICES, INC.
BD
CRD#: 133763
GRAND RAPIDS, MI
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
Florida(5/12/2021)
RR
Illinois(9/16/2013)
RR
Louisiana(10/20/2023)
RR
Michigan(9/16/2013)
IAR
Michigan(9/19/2013)
RR
North Carolina(1/12/2022)
RR
Tennessee(10/20/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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
Registered Investment Advisory firm - (2/3/2005 Approved)Upgrade to AdvisorCheck Premium
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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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Company Information
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRD#: 134139Grand Rapids, MI 49509TRUST BUT VERIFY
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