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ChFC
ED
ChFC

Edward Dublis

Cambridge Investment Research Advisors, INC.
43 Years of Experience
Byron Center, MI
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Edward Dublis is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Byron Center, MI, with 43 years of industry experience. Edward is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.

Cambridge Investment Research Advisors, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3933 advisors
Number of Clients
361,213 clients
Average Client Portfolio
$384K average
Assets Under Management
$138.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1414 84th St. SW, Byron Center, MI, 49315

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2023
Settled
Customer Dispute
September 2021
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Edward is an advisory representative of an RIA, an independent insurance agent, a professional musician, and an IAR doing business as Retirement & Wealth Strategies. He dedicates about half his time to his RIA role, a few hours per week to insurance, about 10-20% of his time to music, and about a quarter of his time to Retirement & Wealth Strategies.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
July 2021 - Present · 5 yrs 3 mos
Cambridge Investment Research, INC.Broker
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
LPL Financial LLC
December 2013 - July 2021 · 7 yrs 7 mos
LPL Financial LLCBroker
December 2013 - July 2021 · 7 yrs 7 mos
Invest Financial Corporation
July 2005 - December 2013 · 8 yrs 5 mos
Invest Financial CorporationBroker
July 2005 - December 2013 · 8 yrs 5 mos
Harbour Investments, INC.Broker
November 2003 - July 2005 · 1 yr 8 mos
Veravest Investments, INC.Broker
December 1996 - November 2003 · 6 yrs 11 mos
Hornor, Townsend & Kent, INC.Broker
June 1996 - December 1996 · 6 mos
MML Investors Services, INC.Broker
March 1996 - July 1996 · 4 mos
G. R. Phelps & CO., INC.Broker
September 1995 - March 1996 · 6 mos
New England SecuritiesBroker
February 1993 - August 1995 · 2 yrs 6 mos
Pruco Securities CorporationBroker
February 1983 - March 1993 · 10 yrs 1 mo
State Registrations17 states
ARCACOFLGAILINMIMNNCOHORPASCTXVAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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