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3 advisors near 50213
Out of 400,000+ nationwide
Ronald S
Series 63, Series 66
Osceola, IA
Cambridge Investment Research Advisors
Ronald Schlichte is a financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at VOYA Financial Advisors. Outside of his advisory role, he serves on the boards of Kids First of Iowa and the Clark County Hospital Foundation and works as a substitute teacher for Clark Community Schools. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services utilizing various account platforms and investment approaches.
David B
Series 63, Series 65
Osceola, IA
Cambridge Investment Research Advisors
David Bemis is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cambridge Investment Research Advisors since 2018, as well as at Broker Dealer Financial Services Corp. since 2001. Bemis serves as Treasurer and Board Member of the Osceola Chamber Main Street. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing model portfolios and third-party strategists across multiple custodians.
James R
CFP®, Series 66
Osceola, IA
Edward Jones
James Rutherford is a CFP®-certified financial advisor with Edward Jones in Osceola, IA, where he has worked since 2013. He has 12 years of industry experience and holds a Series 66 license. Outside of his advisory role, he serves as treasurer for the Home Grown Christian Learning Center in Osceola, where he participates in financial oversight and governance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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3 advisors near 50213
Out of 400,000+ nationwide