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Nathan K

Series 63, Series 65

Key West, FL

Cambridge Investment Research Advisors

Nathan Kosman is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 registrations and has 29 years of industry experience. His career includes roles at Cambridge Investment Research Advisors and Invest Financial Corp, as well as The Rosselot Financial Group, where he was involved in independent insurance agency activities. Outside of finance, Kosman has been active in youth sports as a coach and steering committee member for the Midwest Rugby Development Foundation. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutional investors, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm utilizes multiple platforms and proprietary model strategies while supporting both discretionary and non-discretionary management.

Annuities Retirement plans for business owners (SEP, solo 401k)
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