Unclaimed Profile

Bert Whitehead

CAMBRIDGE CONNECTION INC·BLOOMFIELD HILLS, Michigan

Series 2, Series 65Clean record31 years registeredCAMBRIDGE CONNECTION INC

40950 WOODWARD AVE, BLOOMFIELD HILLS, MI 48304CRD# 2545832Firm CRD# 112086

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bert Whitehead · BLOOMFIELD HILLS, MI

Registration

CRD #2545832 · CAMBRIDGE CONNECTION INC · 31 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CAMBRIDGE CONNECTION INC

ZEHNDER WEALTH MANAGEMENT, LLC

Apr 2018 – Jul 2021

Bloomfield Hills, MI

LIFECYCLE FINANCIAL PLANNERS INC.

Feb 2018 – Nov 2023

BLOOMFIELD HILLS, MI

CAMBRIDGE CONNECTION INC

Sep 1994 – Mar 2018

BLOOMFIELD HILLS, MI

Registrations & Exams

FINRA examinations passed

Series 2

Series 65

Registration record

First registered · September 20, 1994

Years registered · 31

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAMBRIDGE CONNECTION INC

CRD 112086 · SEC 801-26096

AUM

$320M

Regulatory assets under management

Employees

1,847 client accounts

Services offered by CAMBRIDGE CONNECTION INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAMBRIDGE CONNECTION INC →

Introduction

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Frequently Asked Questions

What services does Bert Whitehead offer?

Bert Whitehead specializes in Financial Planning, Investment Management.

What are Bert Whitehead's credentials?

Bert Whitehead is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bert Whitehead located?

Bert Whitehead is based in BLOOMFIELD HILLS, Michigan, last registered with CAMBRIDGE CONNECTION INC.

How does Bert Whitehead charge for services?

Bert Whitehead's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAMBRIDGE CONNECTION INC?

CAMBRIDGE CONNECTION INC has approximately 8 employees and manages $320M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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