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Steven H

Series 65

Brimley, MI

Cambridge Investment Research Advisors

Steven Heiny is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 credential and four years of industry experience. Prior to his current role beginning in 2021, he worked with the Bangor Region YMCA and YMCA camps. Outside of his advisory role, Heiny is involved in a construction and labor business specializing in house painting and participates in insurance referral activities. 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 advisory services through independent Financial Professionals using a range of portfolio management and model-based solutions.

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

Series 65

Brimley, MI

Cambridge Investment Research Advisors

Peyton Blakely is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors, bringing three years of industry experience. Prior to his current role, he served 15 years as a firefighter and paramedic with the City of Sault Sainte Marie Fire Department. He is also the owner of a local tree work business and serves as a board member for Habitat for Humanity in Sault Sainte Marie. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers tailored investment solutions through proprietary models and third-party managers, with both discretionary and non-discretionary options across multiple platform arrangements.

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