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Edward W
Series 63, Series 65
Noblesville, IN
Cambridge Investment Research Advisors
Edward Wetzel is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2020 and previously with Lincoln Financial Securities from 2012 to 2020. He also maintains involvement with his own CPA firms, including Wagner & Wetzel CPA Group LLC and Wetzel CPA Group, Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals using a variety of portfolio management strategies and platform arrangements.
Drew W
Series 66
Noblesville, IN
Cambridge Investment Research Advisors
Drew Wagner is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and seven years of industry experience. He has worked at Cambridge Investment Research Advisors since 2020 and previously at Lincoln Financial Securities. In addition to his advisory role, Drew owns Wagner CPA Group LLC, providing accounting and tax preparation services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party investment strategies across multiple platform arrangements.
Krysten O
Series 63, Series 66
Noblesville, IN
Cambridge Investment Research Advisors
Krysten Overly Armour is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 66 credentials and has 29 years of industry experience. She previously worked at Lincoln Financial Securities for eight years before joining Cambridge in 2020. Armour serves as an active board member for Noblesville Youth Baseball. Cambridge Investment Research Advisors is a large SEC-registered firm that offers financial planning, investment management, and retirement plan advisory services to a diverse client base including individuals, retirement plans, and charitable organizations. The firm supports a variety of investment strategies delivered through independent Financial Professionals and provides access to both proprietary and third-party model portfolios.
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