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Brian S
CFP®, Series 63
Toledo, IA
Cambridge Investment Research Advisors
Brian Sokol is a CFP® professional with 17 years of experience in the financial industry. He is affiliated with Cambridge Investment Research Advisors and has served in various roles including management at State Bank Toledo and entrepreneurial activities such as owning a cattle and crop farm. Outside of finance, he is active in community and local government, serving as mayor of Toledo, IA, president of a childcare organization, and holding board positions in local community and economic development groups. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a range of portfolio strategies and platform arrangements tailored to client objectives.
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