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Kevin R

Series 63, Series 66

Quechee, VT

Cambridge Investment Research Advisors

Kevin Ryan is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His prior roles include positions at Main Street Private Advisors, APW Capital, Purshe Kaplan Sterling Investments, and Insight Private Advisors, LLC. He serves as a board member and volunteer for the Saltbox II Homeowners Association in Vermont. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers multiple investment platforms and model strategies, including proprietary and third-party options, with services tailored to client objectives and incorporates institutional features such as advisor transition support and compliance oversight.

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