Cambridge Investment Research Advisors
37yrs
Top advisor by experience in North Olmsted
11yrs
Casey Treen
Financial advisor at Cambridge Investment Research Advisors
Casey Treen has worked in the financial industry for 11 years and is a fiduciary financial advisor based in North Olmsted, Ohio. Casey has been with Cambridge Investment Research Advisors since 2026; before that, Casey spent a year at Strategic Advisers and three years at Fidelity Personal and Workplace Advisors. 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 23 advisors with offices in North Olmsted, and one of 20 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office29691 Lorain Road, North Olmsted, OH 44070
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
- Aug 2026 – nowCambridge Investment Research Advisors, Inc.Current firm
- Mar 2025 – Jul 2026Strategic Advisers LLCPreviously
- 2022 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Feb 2021 – Feb 2022Affinity Financial AdvisorsPreviously
- 2015 – 2021Charles Schwab & CO., Inc.Previously
Contact Casey
(641) 472-5100Firm headquarters in Fairfield, IA. Ask for Casey. 29691 Lorain RoadNorth Olmsted, OH 44070Office · Get directions Instagram pageCambridge Investment Research Advisors
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Questions to ask Casey
Tailored to Casey’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
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About Casey
How do I contact Casey?
Call Cambridge Investment Research Advisors at (641) 472-5100 and ask for Casey Treen. Casey works from the North Olmsted, OH office.
How long has Casey been a financial advisor?
Casey has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Casey hold?
Series 66. Tap any license on this page to see what it allows.
Is Casey a fiduciary?
Casey is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Casey 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 Casey 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.
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