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Kirk R

CFP®, CFA®, Series 63

Chicago, IL

Cambridge Investment Research Advisors

Kirk Rascher is a CFP® and CFA® with 25 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2020 and previously was with Rothschild Investment Corp. for ten years. Rascher is based in Chicago, IL. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, trusts, and other clients through a network of independent Financial Professionals. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party model strategies tailored to client objectives.

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

Series 63, Series 65

Chicago, IL

Cambridge Investment Research Advisors

John Wood is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Cambridge since 2016. Wood also operates a law practice and owns Grant Park Legal Advisors LLC, reflecting his background as an attorney. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm utilizes a range of investment platforms and strategies, including proprietary models and access to third-party managers, with an emphasis on tailored client solutions.

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

Series 63, Series 66

Chicago, IL

Cambridge Investment Research Advisors

Eugene Johnson Jr. is a financial advisor with Cambridge Investment Research Advisors, holding the Series 63 and Series 66 designations and bringing 35 years of industry experience. Prior to joining Cambridge in 2017, he spent 26 years at Rothschild Investment Corporation. Outside of his advisory work, he has experience as an attorney and operates a farming business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, providing a variety of 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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