Merrill
47yrs
Top advisor by experience in Cincinnati
13yrs
Todd Ille
Financial advisor at Cambridge Investment Research Advisors
Based in Cincinnati, Ohio, Todd Ille is a fiduciary financial advisor with 13 years of industry experience. Todd joined Cambridge Investment Research Advisors in 2025, after less than a year at Dempsey Lord Smith and two years at Premium 72 Capital. Cambridge Investment Research Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 2460 advisors with offices in Cincinnati, and one of 1997 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?13 years in the industry
Office2702 Erie Avenue Suite 308, Cincinnati, OH 45208
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.
Series 66Uniform Combined State Law Examination
Career
- Jan 2026 – Apr 2026Dempsey Lord Smith, LLCPreviously
- Nov 2025 – nowCambridge Investment Research Advisors, Inc.Current firm
- 2022 – 2025Dempsey Lord Smith, LLCPreviously
- Jan 2021 – Dec 2022Premium 72 CapitalPreviously
- Aug 2019 – Dec 2020Colony Park Financial Services LLC.Previously
- 2014 – 2019Edward JonesPreviously
Contact Todd
(641) 472-5100Firm headquarters in Fairfield, IA. Ask for Todd. 2702 Erie Avenue Suite 308Cincinnati, OH 45208Office · Get directions Instagram pageCambridge Investment Research Advisors
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Todd
Tailored to Todd’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Todd
How do I contact Todd?
Call Cambridge Investment Research Advisors at (641) 472-5100 and ask for Todd Ille. Todd works from the Cincinnati, OH office.
How long has Todd been a financial advisor?
Todd has been in the industry since 2013, about 13 years. 13 years in the industry.
What licenses does Todd hold?
Series 66. Tap any license on this page to see what it allows.
Is Todd a fiduciary?
Todd is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Todd 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 Todd 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.
Other advisors nearby
Morgan Stanley
47yrs
Top 1% by experience in Cincinnati
MAI Capital Management
46yrs
Top advisor by experience at MAI Capital Management
Wells Fargo Advisors
46yrs
Top 1% by experience in Cincinnati
Raymond James & Associates
46yrs
Top 1% by experience in Cincinnati
UBS Financial Services
46yrs
Richard Corman
Financial advisor
8044 Montgomery Road, Suite. 10 The Towers At Kenwood
Cincinnati, OH 45236
Cincinnati, OH 45236
Top 1% by experience in Cincinnati