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Kyle Y

Series 63, Series 66

Overland Park, KS

Cambridge Investment Research Advisors

Kyle Younger is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Securities America Advisors and MassMutual Life Insurance Company. Outside of his advisory role, he is employed by the Kansas City Chiefs Football Club in a sport and fitness capacity. Cambridge Investment Research Advisors is a large SEC-registered firm that serves individuals, retirement plans, charitable organizations, and trusts through a network of independent Financial Professionals. The firm offers a range of services including financial planning, investment management, and retirement plan advisory, utilizing both proprietary and third-party strategies across multiple custody platforms.

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

ChFC®, Series 66

Overland Park, KS

Cambridge Investment Research Advisors

Katherine Bennett is a financial advisor with Cambridge Investment Research Advisors and holds the ChFC® and Series 66 designations. She has 18 years of industry experience, including eight years with Mass Mutual Investors Services and Mass Mutual Financial Group. Outside of her advisory role, she operates as an independent insurance agent and is a partner at Financial Designs Inc. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides various portfolio management solutions and access to both proprietary and third-party investment strategies.

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

Series 63, Series 65, Series 66

Overland Park, KS

Cambridge Investment Research Advisors

Timothy Merchant is a financial advisor at Cambridge Investment Research Advisors with 28 years of industry experience. He previously worked at Securities America Advisors and Mass Mutual Investors Services. 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 Financial Professionals, utilizing a variety of discretionary and non-discretionary portfolio management strategies.

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

ChFC®, Series 63, Series 66

Overland Park, KS

Cambridge Investment Research Advisors

Chad Glover is a ChFC®-designated financial advisor with over 22 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at Securities America Advisors and MassMutual. In addition to his advisory work, he is also an independent insurance agent. 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 plan advisory services through a network of independent professionals using a range of investment strategies and custody arrangements.

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

Series 63, Series 65

Overland Park, KS

Cambridge Investment Research Advisors

Jason Widler is a financial advisor with Cambridge Investment Research Advisors, holding the Series 63 and Series 65 designations and bringing 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2013. Outside of his advisory role, Widler is an independent insurance agent for various insurance companies. 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 plan advisory services through a network of independent professionals, utilizing multiple custody platforms and both proprietary and third-party model strategies.

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