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Client Portals

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Consolidated account statement displaying balances and holdings by investor or household 

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Financial and educational plans along with net worth tracking and budgeting

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Online delivery of account statements, tax documents, and other correspondences

Check the background of your financial professional on FINRA's BrokerCheck.

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC . Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. E.W. Wealth Management and Cambridge are not affiliated.

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Check the background of E.W. Wealth Management,  Evan Werckenthien on FINRA's BrokerCheck

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Licensed in AZ, CA, CO, FL, IL, IN, KY, MA, MI, OH, TX

This website is not part of Facebook or Facebook Inc. Additionally, this site is NOT endorsed by Facebook in any way. FACEBOOK is a trademark of FACEBOOK Inc.

Privacy Policy & Terms and Conditions 

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To view form CRS: https://www.cir2.com/content/dam/cir2/documents/forms/CIRAFormCRS.pdf

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Cambridge Does not offer legal or tax advice.  PLEASE NOTE: The information being provided is strictly as a courtesy. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this website.

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