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Stephen D
Series 63, Series 66
Omaha, NE
Cambridge Investment Research Advisors
Stephen Dooling is a financial advisor with Cambridge Investment Research Advisors in Omaha, NE, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has been with Cambridge Investment Research Advisors since 2012 and has experience with Cambridge Investment Research, Inc. since 2009. Outside of his advisory role, Dooling serves as vice president of Durham Staffing Solutions, where he provides training in business-to-business sales. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a wide range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing various investment platforms and proprietary model strategies alongside access to third-party managers.
Jeffrey H
Series 66
Omaha, NE
Cambridge Investment Research Advisors
Jeffrey Hoffmann is a Series 66-licensed financial advisor with 15 years of industry experience. He currently works with Cambridge Investment Research Advisors and has prior experience at LPL Financial, Bancwest Investment Services Inc, and BMO Bank NA. Hoffmann is also the founder of 4JH, LLC, an agriculture-related business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers comprehensive financial planning and investment management services through a network of independent professionals, utilizing both proprietary and third-party model strategies across multiple platform arrangements.
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