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Barry W

Series 63, Series 66

Mequon, WI

Cambridge Investment Research Advisors

Barry Wiskirchen is a financial advisor with Cambridge Investment Research Advisors and holds the Series 63 and Series 66 designations. He has 20 years of industry experience, including prior roles with VOYA Financial Advisors and Jeff J. Schneiss & Associates. He serves as a board member of Kettle Moraine Bible Church in West Bend, WI. 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, and retirement plan advisory through a network of independent Financial Professionals, utilizing various portfolio management strategies and custody platforms tailored to client objectives.

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

Series 66

Mequon, WI

Cambridge Investment Research Advisors

Blake Wiskirchen is a financial advisor with Cambridge Investment Research Advisors in Mequon, WI, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Baker Tilly and Networkers Funding, LLC. He is also the owner of Wiskirchen Financial Group, a business engaged in investment-related activities and tax preparation services. 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 provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals, offering a range of portfolio management 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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Gabriel S

CFP®, Series 65, Series 63

Mequon, WI

Cambridge Investment Research Advisors

Gabriel Schneiss is a CFP® with nine years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. He previously worked at Voya Financial Advisors before joining Cambridge in 2018. Outside of his advisory role, Schneiss is involved with several business ventures, including ownership and leadership positions in financial and agricultural entities. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers comprehensive financial planning and investment management services through a network of independent professionals, employing various portfolio management and advisory solutions tailored to client objectives.

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