Check out the background of firms and investment professionals on FINRA’s BrokerCheck: BROKERCHECK
(269)441-4143
517-795-2025
77 E Michigan Ave,
Suite 140
Battle Creek, MI 49017
977 Airport Rd.
Jackson, MI 49202
Access your Envestnet Managed accounts via Netx Investor. This site is updated throughout the day and provides access to your monthly statements and confirmations. You can also signup here for paperless document delivery. You can register online for access or log in using the following link:
Access your Cambridge Pershing accounts via Netx Investor. This site is updated throughout the day and provides access to your monthly statements and confirmations. You can also signup here for paperless document delivery. You can register online for access or log in using the following link. You will also need to enter the Financial Organization Number of 5CR:
TD Ameritrade Advisor Client provides direct access to your accounts held at TD Ameritrade. It is updated throughout the day and provides access to your documents. You will be sent an email with your TD Ameritrade initial login information. To access the site click on the following link:
Check out the background of firms and investment professionals on FINRA’s BrokerCheck: BROKERCHECK
* Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Generations Financial Planning & Wealth Management are not affiliated. Cambridge does not provide tax or legal advice.
Information relating to securities is intended for use by individuals residing in: Alabama, Arizona, Arkansas, District of Columbia, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Michigan, Minnesota, Nevada, New Mexico, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia and Wisconsin only. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined.
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