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Andrew S
Series 66
Northbrook, IL
Cambridge Investment Research Advisors
Andrew Schumacher is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He holds the Series 66 designation and previously worked at Commonwealth Financial Network and Metlife Securities, Inc. Outside of his advisory role, he is the owner of Partners in Planning LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services. The firm offers tailored investment solutions through a network of independent professionals and maintains a range of proprietary and third-party model strategies.
Curtis M
ChFC®, Series 63, Series 65
Northbrook, IL
Cambridge Investment Research Advisors
Curtis Matlin is a financial advisor with Cambridge Investment Research Advisors in Northbrook, IL. He holds the ChFC® designation and has 35 years of industry experience. His prior firms include Commonwealth Financial Network and MetLife Securities Inc. Outside of his advisory work, Matlin serves on the board of the Salute Inc. public charity and chairs the legacy giving and fundraising committee for the Phantom Regiment Drum & Bugle Corps. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing a range of discretionary and non-discretionary strategies across multiple platforms.
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