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Jack T

Series 65

Wichita, KS

Cambridge Investment Research Advisors

Jack Taylor is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 65 designation and has prior experience at Sequent Planning LLC and Futurity First Insurance Group. Taylor's background also includes roles outside of finance, such as teaching at Tabor College and working at Andover High School. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals and provides a range of portfolio management options, including proprietary models and access to unaffiliated strategists.

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

Series 65

Wichita, KS

Cambridge Investment Research Advisors

Derek Roach is a financial advisor with Cambridge Investment Research Advisors in Wichita, KS. He holds a Series 65 designation and has six years of industry experience. Prior to joining Cambridge in 2020, he was self-employed and worked at American Family Insurance. He is also an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a variety of portfolio management strategies across multiple platforms.

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