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Penny K

Series 66

Omaha, NE

Cambridge Investment Research Advisors

Penny Kreikemeier is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and two years of industry experience. She has previously worked at Edward Jones for ten years and has been affiliated with Soar Wealth Strategies and Commonwealth Financial Network. Outside of financial advising, she is involved in a retail sales business. Cambridge Investment Research Advisors serves a broad client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers a variety of investment implementation options, including proprietary and third-party model strategies, through a large network of independent Financial Professionals.

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

CFP®, Series 66

Omaha, NE

Cambridge Investment Research Advisors

Jon Schuetz is a CFP®-designated financial advisor with 16 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and also leads Soar Wealth Strategies as president and owner. His prior experience includes roles at Commonwealth Financial Network and Edward Jones. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent financial professionals, utilizing multiple custody platforms and a variety of proprietary and third-party strategies.

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

CFP®, Series 66

Omaha, NE

Cambridge Investment Research Advisors

Brent Connelly is a CFP®-designated financial advisor with 13 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at Soar Wealth Strategies, Commonwealth Financial Network, and Edward Jones. Outside of his advisory work, he is an owner of Heavenly Foods LLC, a business unrelated to investment management. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

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

Series 66

Omaha, NE

Cambridge Investment Research Advisors

Ryan Johnson is a financial advisor with Cambridge Investment Research Advisors in Omaha, NE, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Edward Jones, Commonwealth Financial Network, and Soar Wealth Strategies. 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 comprehensive financial planning and investment management services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

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