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D M

Series 63, Series 66

Swan Valley, ID

Cambridge Investment Research Advisors

D Manning is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Cambridge Investment Research Advisors since 2007. Outside of advising, he has served as a voting board member for the Honey Creek Vigo Conservancy District and is involved in multiple independent insurance agencies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services. The firm delivers solutions through independent Financial Professionals using multiple portfolio management platforms and a mix of 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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