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Zachary M

Series 63, Series 66

Bay City, MI

Cambridge Investment Research Advisors

Zachary Moulton is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previous work history at Thrivent Financial and Thrivent Investment Management. Moulton is a committee member of the Saginaw Chamber of Commerce. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using a variety of portfolio management options and platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Todd A

Series 63, Series 65

Bay City, MI

Cambridge Investment Research Advisors

Todd Arner is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 26 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2019 and previously spent five years with VOYA Financial Advisors. Arner is also an independent insurance agent and serves as vice president and board member of Westchester Village in Saginaw, MI. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a broad range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using various platform arrangements and both proprietary and unaffiliated investment strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Nathan B

Series 63, Series 65

Bay City, MI

Cambridge Investment Research Advisors

Nathan Breidinger is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 14 years of industry experience. He has worked at Cambridge since 2019 and previously at Voya Financial Advisors and Arner Investment Management. Outside of advising, he serves on the investment committee for Covenant Healthcare and is involved in tax services as the owner of Harmony Financial Services, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through independent financial professionals using a range of portfolio management approaches and multiple platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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