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Thomas C
Series 63
Grinnell, IA
Cambridge Investment Research Advisors
Thomas Cirks is a financial advisor with Cambridge Investment Research Advisors in Grinnell, IA, holding a Series 63 designation and 40 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2010. Outside of his advisory role, Cirks serves as a charter representative for the Mid Iowa Council - Hawkeye District of the Boy Scouts of America and is a committee member for the John M Campbell Trust. Cambridge Investment Research Advisors is a large SEC-registered firm that 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 Financial Professionals, utilizing multiple portfolio management strategies and platform arrangements tailored to client objectives.
Natalie P
Series 63, Series 66
Grinnell, IA
Cambridge Investment Research Advisors
Natalie Pavey is a financial advisor at Cambridge Investment Research Advisors with 27 years of industry experience. She has worked with Cambridge since 2010 and also operates Cirks Financial Services. Outside of her advisory role, she sells cosmetics as a Mary Kay consultant. Cambridge Investment Research Advisors serves a diverse client base, 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 employs multiple custody platforms and provides both proprietary and third-party investment strategies tailored to client objectives.
Todd H
Series 63, Series 65
Grinnell, IA
Cambridge Investment Research Advisors
Todd Honold is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2018 and has worked in the financial services industry since 2008. Outside of his advisory role, Honold serves as treasurer of the Grinnell Rotary Club and is a board member of St. Francis Manor, a healthcare organization. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, 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 multiple portfolio management platforms and proprietary as well as third-party strategies.
Douglas A
CFP®, Series 63, Series 65
Grinnell, IA
Cambridge Investment Research Advisors
Douglas Allen is a CFP® professional with 40 years of experience in financial advising. He is currently with Cambridge Investment Research Advisors and has held prior roles at Cetera Advisor Networks, Investment Centers of America, and has operated Allen Financial since 2002. Outside of his advisory work, he owns a sports and fitness business called Stretch Zone CR LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering comprehensive financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm provides a range of investment implementation options, including proprietary and third-party model strategies, tailored to client objectives across multiple custodian platforms.
Dustin S
Series 63, Series 65
Grinnell, IA
Cambridge Investment Research Advisors
Dustin Smith is a financial advisor at Cambridge Investment Research Advisors with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cambridge since 2020. Prior to that, he worked for Securities America from 2008 to 2020. Smith serves on the Hotel Motel Tax Committee for the City of Grinnell and is active in the Grinnell Kiwanis Club. 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, retirement plan advisory, and financial-wellness services through an extensive network of independent Financial Professionals, utilizing multiple custody platforms and both discretionary and non-discretionary investment approaches.
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