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Advisors / Ohio / Olmsted
13yrs

Daniel Ruminski

Full name on record: Daniel William Ruminski

Financial advisor at Cambridge Investment Research Advisors

Daniel Ruminski has worked in the financial industry for 13 years and is a financial advisor based in Olmsted, Ohio. After three years at Ta-Check Financial and seven years at LPL Financial, Daniel joined Cambridge Investment Research Advisors in 2024, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.

Olmsted, OH 44128
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At a glance

Experience13 years (since 2013)
How that compares ?13 years in the industry
Office25567 Bagley Rd., Olmsted, OH 44128
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$378,281
Advisors at the firm3,917
States licensed ?1 state

Services through Cambridge Investment Research Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

None listed.

Career

  1. Dec 2024 – now
  2. 2023 – 2025
  3. 2018 – 2024
  4. 2017 – 2022
  5. 2013 – 2018
    SII Investments, Inc.Previously

Contact Daniel

(641) 472-5100Firm headquarters in Fairfield, IA. Ask for Daniel. 25567 Bagley Rd.
Olmsted, OH 44128Office · Get directions Instagram pageCambridge Investment Research Advisors

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Questions to ask Daniel

Tailored to Daniel’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Daniel

How do I contact Daniel?

Call Cambridge Investment Research Advisors at (641) 472-5100 and ask for Daniel Ruminski. Daniel works from the Olmsted, OH office.

How long has Daniel been a financial advisor?

Daniel has been in the industry since 2013, about 13 years. 13 years in the industry.

What licenses does Daniel hold?

No exams are listed on the official record.

Is Daniel a fiduciary?

Daniel is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is Daniel paid?

Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Daniel for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.