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Vance G
PFS™
Tipton, IA
Cambridge Investment Research Advisors
Vance Glaser is a financial advisor with Cambridge Investment Research Advisors and holds the PFS™ designation. He has two years of industry experience and has previously worked at Avantax Planning Partners, LattaHarris LLP, Opportune LLP, and PwC. Outside of his advisory role, he serves as Treasurer for the Wahkonsa Country Club in Durant, Iowa. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement-plan sponsors, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm utilizes multiple custody platforms and offers both proprietary and third-party model strategies tailored to client objectives.
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