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Ryan R

Series 63, Series 65

Bloomfield Hills, MI

Cambridge Investment Research Advisors

Ryan Robertson is a financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including Securities America, Inc. and Securities Service Network. Robertson is also a partner at The Dickerson Group, a business he has been involved with for over two decades. Cambridge Investment Research Advisors serves a diverse clientele including individual investors, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals utilizing multiple platforms and proprietary investment models.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Joseph K

Series 63, Series 65

Bloomfield Hills, MI

Cambridge Investment Research Advisors

Joseph Kolanowski is a financial advisor with Cambridge Investment Research Advisors and holds the Series 63 and Series 65 designations. He has 38 years of industry experience, including prior roles at Securities America Advisors and SSN Advisory. Outside of his advisory work, he is an agent with Dickerson Group, Inc., which is involved in insurance and benefits. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and provides access to third-party advisers and proprietary model strategies.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Donnel D

Series 63, Series 65

Bloomfield Hills, MI

Cambridge Investment Research Advisors

Donnel Dickerson is a financial advisor at Cambridge Investment Research Advisors with over 53 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Securities America and OSAIC. He also operates The Dickerson Group, an independent insurance agency. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and model strategies.

Annuities Retirement plans for business owners (SEP, solo 401k)
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