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Paul A
CFP®, Series 66
Menominee, MI
Cambridge Investment Research Advisors
Paul Aftanas is a financial advisor with Cambridge Investment Research Advisors and holds the CFP® and Series 66 designations. He has 23 years of industry experience, including roles at LPL Financial and Stephenson National Bank & Trust, where he currently serves as a Relationship Manager. His background also includes work as an independent insurance agent and financial professional under the Stephenson Financial Services name. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base through independent financial professionals. The firm offers a range of services including financial planning, investment management, and retirement plan advisory, utilizing both proprietary models and unaffiliated strategists with flexible custodial and platform arrangements.
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