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Bruce I

Series 63, Series 65

Wausau, WI

Cambridge Investment Research Advisors

Bruce Iattoni is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Prior to joining Cambridge in 2017, he worked at SII Investments for seven years. Outside of his advisory role, he serves as a ruling elder at Bible Presbyterian Church and has been involved with the National Ski Patrol for over 30 years, currently serving as a section chief. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charities, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing proprietary and third-party strategies across multiple platforms and custodians.

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

Series 63, Series 65

Wausau, WI

Cambridge Investment Research Advisors

Raymond Skare is a financial professional with 40 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He holds Series 63 and Series 65 licenses and has previously worked at SII Investments Inc and operated Skare & Associates, LLC since 2000. He serves as a board member and volunteer at Mount Olive Lutheran Church. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers a range of portfolio management options and model-based strategies through a network of independent Financial Professionals.

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

Series 63, Series 65

Wausau, WI

Cambridge Investment Research Advisors

Jamie Connor is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2017 and previously held roles at Skare & Associates, LLC and SII Investments. He is also an independent insurance agent based in Wausau, WI. 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, and retirement plan advisory services through a network of independent professionals, employing both proprietary and third-party model strategies tailored to client objectives.

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