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Cindy S

Series 66

East Petersburg, PA

Cambridge Investment Research Advisors

Cindy Shuman is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. She holds a Series 66 designation and has previously worked at International Assets Investment Management, LPL Financial, and Financial Network Agency. She is also a notary public. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides both proprietary and third-party investment strategies across multiple platforms with discretionary and non-discretionary options tailored to client objectives.

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

Series 66

East Petersburg, PA

Cambridge Investment Research Advisors

Jennifer Ritter is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining Cambridge in 2017, she worked at Northwestern Mutual Wealth Management Company and related entities from 2015 to 2016. In addition to her advisory role, she operates as an independent insurance agent. Cambridge Investment Research Advisors serves 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, providing both proprietary and third-party investment 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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Michael H

Series 63

East Petersburg, PA

Cambridge Investment Research Advisors

Michael Hartlett is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 44 years of industry experience. His prior roles include positions at International Assets Investment Management, LPL Financial, and Invest Financial Corporation. He serves as a trustee for the Permanent Fund of the Grand Commandery of Pennsylvania and is a board member of the Lancaster Masonic Center. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range 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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