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Jessica R

CFP®, Series 66

Lafayette, IN

Cambridge Investment Research Advisors

Jessica Rebmann is a CFP® professional with 19 years of industry experience currently serving at Cambridge Investment Research Advisors since 2018. She previously worked at Morgan Stanley Private Bank, National Association. Outside of her advisory role, she is involved in community and nonprofit activities, serving on the boards of United Way of Greater Lafayette and the Art Museum of Greater Lafayette, as well as acting as treasurer for the Lafayette Catholic School System Board of Directors. 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 retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals utilizing a variety of portfolio management strategies and platform options.

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

CFP®, Series 63

Lafayette, IN

Cambridge Investment Research Advisors

Sherri Beabout is a CFP® professional with 29 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. She previously worked at LPL Financial for seven years before joining Cambridge in 2022. Beabout serves as a board member of River City Church in Lafayette, IN. 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 a range of financial planning and investment management services through independent Financial Professionals, utilizing multiple custody platforms and both proprietary and 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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Angela M

Series 63, Series 66

Lafayette, IN

Cambridge Investment Research Advisors

Angela Marlin is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Morgan Stanley for 16 years. Her background also includes a brief role with Lafayette Pediatric Dentistry and Orthodontics. 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 professionals using a variety of portfolio management and advisory strategies.

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