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Brent P

Series 66

Broadway, OK

Cambridge Investment Research Advisors

Brent Peck is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and 23 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2019 and previously with Nettworth Financial Group and FSC Securities Corporation. In addition to his advisory work, he owns Four Leaf Wine and Spirits, a liquor store in Edmond, Oklahoma. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals using a variety of portfolio management platforms and proprietary as well as third-party strategies.

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

Series 63, Series 65

Edmond, OK

Cambridge Investment Research Advisors

Timothy Mills is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has worked with Cambridge since 2019 and previously served at FSC Securities and Arvest Wealth Management. Outside of advisory work, Mills owns Four Leaf Wine and Spirits, a liquor store in Edmond, Oklahoma. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse clientele, including individuals, pension plans, and charitable organizations. The firm offers a range of financial planning and investment management services through independent Financial Professionals, utilizing proprietary and third-party 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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