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David K

ChFC®, Series 63, Series 65

Cotopaxi, CO

Cambridge Investment Research Advisors

David Kaiser is a ChFC® credentialed financial advisor with over 32 years of industry experience. He has been with Cambridge Investment Research Advisors since 2008 and also serves as president of Pinnacor Financial Group, where he has been involved since 2000. Kaiser is engaged in tax preparation services through a related S-corporation and holds independent insurance agency roles. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent 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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