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Gretchen R

Series 66

Fairfield, IA

Cambridge Investment Research Advisors

Gretchen Rasmussen is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and over 22 years of industry experience. She has been with Cambridge since 2004 and serves as a board member and officer for several local nonprofit organizations, including The Cambridge Foundation and Immanuel Lutheran Church. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of investment platforms and proprietary strategies.

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

Series 66

Fairfield, IA

Cambridge Investment Research Advisors

Kabir Parasher is a financial advisor with Cambridge Investment Research Advisors credentialed with a Series 66 designation and 19 years of industry experience. His prior experience includes roles at Prudential Investment Management Services, Wells Fargo Advisors, and Charles Schwab. He also operates a YouTube channel focused on education and speaking engagements. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement-plan sponsors, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides multiple investment platform options and proprietary as well as 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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Virginia E

Series 66

Fairfield, IA

Cambridge Investment Research Advisors

Virginia Erispaha is a Series 66-credentialed financial advisor with three years of industry experience, currently serving at Cambridge Investment Research Advisors. She has been associated with Cambridge Investment Research, Inc. since 2021. Outside of her advisory role, she serves as a board member at St. Olaf College. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement advisory services to a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers a variety of investment solutions through a network of independent Financial Professionals, utilizing both proprietary and unaffiliated strategies across multiple platform arrangements.

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

Series 66

Fairfield, IA

Cambridge Investment Research Advisors

Seth Talbot is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. He has worked with Cambridge Investment Research and Morgan Stanley during his career. Talbot serves on the boards of several nonprofit organizations, including The Cambridge Foundation, Disability Rights Iowa, and The African Violet Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base through independent financial professionals, providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment strategies, including proprietary models and third-party solutions, with both 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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Robert L

Series 63, Series 66

Fairfield, IA

Cambridge Investment Research Advisors

Robert Lewis is a financial advisor with Cambridge Investment Research Advisors based in Fairfield, IA, holding Series 63 and Series 66 credentials and having 19 years of industry experience. His prior work includes roles at LPL Financial, Bank of the West, BancWest Investment Services, and Securities America Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions including proprietary and third-party strategies, delivered via multiple platform arrangements and tailored to client objectives.

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

ChFC®, Series 63, Series 65

Fairfield, IA

Cambridge Investment Research Advisors

Troy Bender is a Chartered Financial Consultant (ChFC®) with 37 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014. Cambridge Investment Research Advisors serves a broad mix of clients, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers multiple investment implementation options, proprietary and third-party strategies, and a range of institutional features tied to its scale.

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

Series 66

Fairfield, IA

Cambridge Investment Research Advisors

Austin Martin is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 14 years of industry experience. He has been associated with Cambridge Investment Research since 2010 and also owns Martin Auction Service, which he has operated since 1991. Martin serves as a stewardship committee member for Fairfield Friends Church and owns Tradewise Strategies LLC, a consulting and coaching firm. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing a variety of portfolio management and investment strategies.

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

Series 66

Fairfield, IA

Cambridge Investment Research Advisors

Tiffany Depenning is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing eight years of industry experience. She has been affiliated with Cambridge Investment Research since 2011. Outside of her advisory role, she is involved in content creation focused on sport, fitness, and gaming. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers a range of financial planning and investment management services through a network of independent Financial Professionals, utilizing 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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Bridget M

Series 66

Fairfield, IA

Cambridge Investment Research Advisors

Bridget Mellott is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. She holds a Series 66 designation and has been with Cambridge Investment Research, Inc. since 2008. Outside of her advisory role, Mellott serves as a board member for the Jefferson County Farm Bureau in Fairfield, Iowa. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individual investors, pension plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent financial professionals using various portfolio management strategies and platform arrangements.

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

Series 66

Fairfield, IA

Cambridge Investment Research Advisors

Marcella Downing Rysdam is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and 10 years of industry experience. She has been with Cambridge Investment Research since 2015. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management approaches and both discretionary and non-discretionary strategies.

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

Series 66

Fairfield, IA

Cambridge Investment Research Advisors

Kristen Civin is a financial advisor with Cambridge Investment Research Advisors in Fairfield, IA, holding a Series 66 designation and 10 years of industry experience. She has been with Cambridge Investment Research Advisors since 2017, following a one-year tenure at Ameriprise Financial Services. Outside of her advisory role, she is an owner and partner of a business entity named Osage + Lily. 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 plan advisory services through a network of independent financial professionals, providing both discretionary and non-discretionary strategies with access to proprietary and third-party models.

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

Series 66

Fairfield, IA

Cambridge Investment Research Advisors

Jody Totton is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Fairfield, Iowa. She has 15 years of industry experience and has been with Cambridge Investment Research Advisors and its related entity since 2015. Totton serves as a board member of the Dillon Valley Condominium Association. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers a range of investment solutions through independent financial professionals, incorporating both proprietary strategies and third-party managers under multiple platform arrangements.

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

Series 63, Series 66

Fairfield, IA

Cambridge Investment Research Advisors

Stephen Crew is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. He has been with Cambridge Investment Research since 2013. Outside of his advisory role, he is employed part-time in bookkeeping at the Mt Pleasant Golf & Country Club in Iowa. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through independent Financial Professionals, utilizing various portfolio management approaches and multiple custody platforms.

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

Series 66

Fairfield, IA

Cambridge Investment Research Advisors

Gabrielle Harris is a financial advisor with Cambridge Investment Research Advisors in Fairfield, IA, holding a Series 66 designation and 10 years of industry experience. Her career includes multiple roles at Cambridge Investment Research entities since 2011 as well as a two-year tenure at LPL Financial. Outside of her advisory work, she is employed in the food and beverage sector. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services. The firm provides a range of investment solutions through independent Financial Professionals, utilizing proprietary and third-party models across various custody platforms.

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

Series 66

Fairfeild, IA

Cambridge Investment Research Advisors

Seth Miller is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. He holds the Series 66 designation and has worked with Cambridge Investment Research since 2008, including roles at Continuity Partners Group. Outside of advisory work, he is involved in several business ventures, including operating Cedar Valley Winery and owning a horse racing enterprise. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent professionals, using a range of portfolio management strategies and custodial platforms.

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

Series 66

Fairfield, IA

Cambridge Investment Research Advisors

Clinton Griffis is a Series 66-licensed financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. He has worked at Cambridge Investment Research in various capacities since 2015 and served in the Iowa Army National Guard from 2008 to 2017. Outside of financial advising, Griffis is the owner of a gaming business called THEREALJEXTER. 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, retirement plan advisory, and financial-wellness services through a network of independent financial professionals, employing a variety of portfolio management and advisory 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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Matthew N

Series 63, Series 66

Fairfield, IA

Cambridge Investment Research Advisors

Matthew Nelson is a financial advisor with Cambridge Investment Research Advisors in Fairfield, Iowa. He holds Series 63 and Series 66 licenses and has 24 years of industry experience. Nelson has been with Cambridge Investment Research Advisors since 2008 and has worked with Cambridge Investment Research, Inc. since 2005. Outside of his advisory role, he is an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of proprietary and third-party strategies with both discretionary and non-discretionary options.

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

Series 66

Fairfield, IA

Cambridge Investment Research Advisors

Jason Conner is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He holds a Series 66 designation and has been with Cambridge since 2013. Outside of his advisory role, Conner serves as a trustee and board member of Pilgrim Nazarene Church and is a board member of Green Mound Cemetery. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management approaches and platform arrangements.

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

Series 63, Series 66

Fairfield, IA

Cambridge Investment Research Advisors

Jeffrey Voreis is a financial advisor with Cambridge Investment Research Advisors in Fairfield, IA, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has been with Cambridge Investment Research since 2009 and joined Cambridge Investment Research Advisors in 2013. Outside of his advisory role, he serves as a committee director for Cub Scouts and coordinates the parents' committee. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm provides multiple investment implementation options, including proprietary and third-party strategies, with both discretionary and non-discretionary management tailored to client objectives.

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

Series 66

Fairfield, IA

Cambridge Investment Research Advisors

David Silvers is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 18 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009 and affiliated with Cambridge Investment Research, Inc. since 2006. Outside of his advisory role, he volunteers as a coach for the Cardinal-Pekin Dust Devils Trap Team. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing multiple custody platforms and offering both proprietary and third-party investment strategies.

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