Wells Fargo Advisors
46yrs
Top advisor by experience in Overland Park
1yr
Dylan Roach
Full name on record: Dylan Peter Roach
Financial advisor at Cambridge Investment Research Advisors
Dylan Roach is a fiduciary financial advisor in Overland Park, Kansas, with 1 year in the industry. Dylan joined Cambridge Investment Research Advisors in 2025, 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.
One of 2517 advisors with offices in Overland Park, and one of 2258 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office9225 W Indian Creek Parkway., Suite. 1100, Overland Park, KS 66210
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
- Oct 2025 – nowCambridge Investment Research Advisors, Inc.Current firm
Contact Dylan
(641) 472-5100Firm headquarters in Fairfield, IA. Ask for Dylan. 9225 W Indian Creek Parkway., Suite. 1100Overland Park, KS 66210Office · Get directions Instagram pageCambridge Investment Research Advisors
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Questions to ask Dylan
Tailored to Dylan’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Dylan
How do I contact Dylan?
Call Cambridge Investment Research Advisors at (641) 472-5100 and ask for Dylan Roach. Dylan works from the Overland Park, KS office.
How long has Dylan been a financial advisor?
Dylan has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Dylan hold?
Series 66. Tap any license on this page to see what it allows.
Is Dylan a fiduciary?
Dylan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dylan 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 Dylan 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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40 Corporate Woods Building 9401 Indian Creek Parkway, Suite 1100
Overland Park, KS 66210
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Top 1% by experience in Overland Park