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Kason W

Series 66

Boise, ID

Cambridge Investment Research Advisors

Kason Wedel is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds a Series 66 designation and has previously worked at Sound Foundation Wealth Advisors. Outside of his advisory role, Wedel serves as Creative Arts Director and Pastor at Stonehill Church and owns a seasonal business, Let it Shine Christmas Lights. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through a network of independent financial professionals. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

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

Series 66

Boise, ID

Cambridge Investment Research Advisors

Dustin Olson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Zions Wealth Advisors, LPL Financial, and Wells Fargo in various capacities dating back to 2003. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base 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, employing a range of portfolio management approaches and proprietary and third-party strategies.

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

Series 66

Boise, ID

Cambridge Investment Research Advisors

Nathanael Downs is a financial advisor with Cambridge Investment Research Advisors in Boise, ID, holding a Series 66 credential and 15 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2011 and also at Duncan Financial Planning Advisors since 2018. Outside of advising, he owns Nathan Downs Coffee Co., a food and beverage business in Nampa, ID. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing various portfolio management and model-based solutions tailored to client objectives.

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