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Christopher S

Series 66

ColumbiaÂ, MD

Cambridge Investment Research Advisors

Christopher Sadowski is a financial advisor at Cambridge Investment Research Advisors with seven years of industry experience. He holds a Series 66 designation and has been with Cambridge Investment Research and its affiliates since 2012. Outside of his advisory role, he serves as president of the Arbutus Community Association and works as a softball umpire in Maryland. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple custodians and platforms.

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

Series 63, Series 65

Columbia, MD

Cambridge Investment Research Advisors

John Perrot is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and Raymond James. He is also involved as a service advisor in insurance and human resources through Athlon Advisors. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm supports both discretionary and non-discretionary management and offers proprietary model strategies alongside access to third-party advisers.

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

Series 65

Columbia, MD

Cambridge Investment Research Advisors

Rickey Post is a Series 65 licensed financial advisor with nine years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at firms including Turning Point Financial, Regulus, LLC, Regal Investment Advisors, LLC, Jolles Insurance and Financial, and Prudential Advisors. Outside of his advisory career, he has been involved with the NCAA since 2012 and the OHSAA from 2012 to 2021. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm operates a multi-billion dollar asset base and provides access to multiple platforms, proprietary model strategies, and third-party sub-advisors.

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

ChFC®, Series 63, Series 66

ColumbiaÂ, MD

Cambridge Investment Research Advisors

Brian Jolles is a financial advisor with Cambridge Investment Research Advisors holding the ChFC® designation and Series 63 and 66 licenses. He has 36 years of industry experience, including prior roles at Turning Point Financial, Regulus Financial Group, Questar Asset Management, and his own firm, Jolles Financial. Jolles is also a board member of NAIFA and serves as president of a health-focused nonprofit organization, We Promote Health, Inc. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory through a large network of financial professionals and multiple platform options.

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

CFP®, Series 66

ColumbiaÂ, MD

Cambridge Investment Research Advisors

Christopher Schipske is a CFP® with 26 years of experience in the financial services industry. He has been with Cambridge Investment Research Advisors since 2010 and has prior experience at Prostatis Financial Advisors Group, Asset & Financial Planning, Ltd, and D'Orazio Wealth Advisors. Outside of advisory work, he owns and operates Athlon Tax Services, a tax and small business consulting firm. Cambridge Investment Research Advisors serves a diverse group of individual and institutional clients, including pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory services, and wrap-fee programs through thousands of Financial Professionals, managing a multi-billion dollar asset base across multiple platforms and custodians.

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