Cambridge Investment Research Acquires WealthPlanners, LLC
March 26, 2026
Cambridge Investment Research, an independent broker-dealer and financial solutions firm, acquired WealthPlanners, LLC, a Des Plaines, Illinois wealth planning and benefits consulting firm. The deal is part of Cambridge’s advisor continuity and succession strategy and will integrate WealthPlanners into a newly formed employed-advisor group (“Cambridge WealthPlanners”).
- Buyers
- Cambridge Investment Research, Inc.
- Targets
- WealthPlanners, LLC
- Sellers
- Denny Gustin-Piazza
- Industry
- Financial Services
- Location
- Illinois, United States
- Transaction Type
- Buyout
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