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Stacey M
CFP®, Series 63
Fairfield, IA
Cambridge Investment Research Advisors
Stacey Martin is a CFP® with 19 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. She has held various roles within Cambridge and related entities since 2004. In addition to her advisory work, she is active as a public speaker, instructor, and author. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals. The firm offers diverse investment solutions, including proprietary and third-party strategies, with both discretionary and non-discretionary management tailored to client objectives.
Bobby N
Series 63, Series 65
Fairfield, IA
Cambridge Investment Research Advisors
Bobby Northup is a financial advisor at Cambridge Investment Research Advisors with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cambridge Investment Research Advisors since 2005. Northup is also a board member of the Pekin Community Scholarship Fund. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing various portfolio management strategies and custody platforms tailored to client objectives.
Heather R
Series 66
Fairfield, IA
Cambridge Investment Research Advisors
Heather Rathbun is a Series 66-credentialed financial advisor with 17 years of industry experience, currently working at Cambridge Investment Research Advisors since 2015. She has a long tenure with Cambridge Investment Research, Inc., dating back to 2009. Rathbun also serves as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, trusts, and estates by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers a range of strategies through independent Financial Professionals, including proprietary models and access to unaffiliated strategists, with both discretionary and non-discretionary investment implementations.
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