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Hylee H
CFP®, Series 63, Series 65
Meridian, ID
Cambridge Investment Research Advisors
Hylee Hansen is a CFP® professional with 20 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Prior to joining Cambridge in 2017, Hansen worked at Echelon Group and Kms Financial Services. Hansen is also an independent insurance agent, operating under HI! Financial and other related entities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements.
Jeremy R
Series 66
Meridian, ID
Cambridge Investment Research Advisors
Jeremy Runner is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and one year of industry experience. He has worked at various entities within the Cambridge Investment Research network since 2024 and has been an independent insurance agent with Symmetry Financial since 2016. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing a range of portfolio management solutions and access to both proprietary and third-party investment strategies.
Luke G
Series 66
Meridian, ID
Cambridge Investment Research Advisors
Luke George is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds a Series 66 designation and has previously worked at HI Financial and Z Doctor LLC. His background includes roles outside the financial sector, such as at 360 Painting of Meridian and EC Plumbing, as well as service on an LDS Mission. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts and estates, and other retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, with both proprietary and third-party strategies tailored to client objectives.
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