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Richard E

Series 63, Series 65

Fairfield, IA

Cambridge Investment Research Advisors

Richard Ede Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has held roles at Cambridge Investment Research Advisors since 2018 and has concurrently worked with Bostrom and Broker Dealer Financial Services Corp. Additionally, he has worked as an IT project manager outside the industry. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm utilizes multiple custody platforms and proprietary and third-party investment strategies, combining discretionary and non-discretionary portfolio 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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