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Britni E
Series 66
Fairfield, IA
Cambridge Investment Research Advisors
Britni Ensminger is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at LPL Financial and Cambridge Investment Research, Inc. She is based in Fairfield, Iowa. Cambridge Investment Research Advisors serves a diverse range of clients, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple investment implementation options through a network of independent Financial Professionals, with personalized strategies that may include proprietary models and third-party managers.
Jeremy B
Series 66
Fairfield, IA
Cambridge Investment Research Advisors
Jeremy Booth is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 22 years of industry experience. He has been with Cambridge Investment Research, Inc. since 2004 and Cambridge Investment Research Advisors since 2006. Outside of his advisory role, he has maintained a rental property business since 2002. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors, offering financial planning, investment management, and retirement advisory services through a large network of independent Financial Professionals. The firm provides multiple investment platforms and strategies, with a combination of proprietary models and access to external managers.
Kyle C
Series 63, Series 66
Fairfield, IA
Cambridge Investment Research Advisors
Kyle Carter is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Cambridge Investment Research Advisors and affiliated entities since 2011 and previously worked at Nations Financial Group, Inc. from 2008 to 2011. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing various portfolio management strategies and platform arrangements tailored to client objectives.
Jill S
Series 66
Fairfield, IA
Cambridge Investment Research Advisors
Jill Silvers is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and 18 years of industry experience. She has worked at Cambridge Investment Research and LPL Financial and volunteers as an assistant coach for Pekin Community School Districts. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning and investment management through a network of independent professionals with multiple custody and platform options.
Philip L
Series 63, Series 66
Keosauqua, IA
Raymond James & Associates
Philip Lee is a financial advisor with Raymond James & Associates holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior experience includes 15 years at Scottrade, Inc. and roles at Charles Schwab entities before joining Raymond James in 2023. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Tonya M
Series 63, Series 66
Fairfield, IA
Cambridge Investment Research Advisors
Tonya Mccampbell is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and possessing 20 years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2018 and has additional experience at Broker Dealer Financial Services Corp dating back to 2013. Outside of her advisory work, she serves as a board member for the Northwest Missouri Regional Development Corporation and is a city council member in Albany, Missouri. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through a network of independent Financial Professionals. The firm provides financial planning, investment management, and retirement advisory services using a variety of portfolio management options, including proprietary and third-party strategies tailored to client objectives.
Jacqulyn F
Series 66
Fairfield, IA
Cambridge Investment Research Advisors
Jacqulyn Flattery is a Series 66-credentialed financial advisor with 17 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2009. She also holds an officer role in a construction and labor company and works as an independent marketing executive referring clients to product companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory through a broad network of independent Financial Professionals. The firm provides multiple investment implementation options, including proprietary and third-party strategies, tailored to client objectives.
Denver C
Series 66
Fairfield, IA
Cambridge Investment Research Advisors
Denver Carlson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and nine years of industry experience. He has been with Cambridge and its affiliated entities since 2015. Outside of his advisory work, he owns a construction and labor business called DW Works. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of investment platforms and proprietary model strategies.
Emily W
Series 66
Fairfield, IA
LPL Financial
Emily Wiggins is a financial advisor with LPL Financial in Fairfield, Iowa, holding a Series 66 designation and bringing 17 years of industry experience. She previously worked at Cambridge Investment Research, Inc. for 12 years before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment programs and platforms, including financial planning and third-party asset management, supported by technology tools for research and operations.
Mandy M
Series 66
Fairfield, IA
Cambridge Investment Research Advisors
Mandy Moore is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. She holds the Series 66 designation and has been with Cambridge since 2008. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing various platform arrangements and model-based solutions tailored to client objectives.
Carol R
Series 66
Fairfield, IA
Cambridge Investment Research Advisors
Carol Robinson is a financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. She holds a Series 66 designation and has worked at Cambridge Investment Research and its affiliates since 2015. Outside of her advisory role, she is involved in retail sales of health products and supplements and owns a pet services business. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing a range of strategies and platform arrangements tailored to client objectives.
Michelle S
Series 66
Fairfield, IA
Cambridge Investment Research Advisors
Michelle Starks is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 13 years of industry experience. She has been with Cambridge Investment Research in various capacities since 2016. Michelle serves as a board member of Red Rock Camp Fellowship. Cambridge Investment Research Advisors is a large SEC-registered firm that serves 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 a network of independent Financial Professionals using a variety of portfolio management approaches and platform arrangements.
Chad T
Series 66
Fairfield, IA
Ameriprise
Chad Thompson is a financial advisor with Ameriprise in Fairfield, Iowa, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendations and annual retirement-income planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.
Hal M
Series 63, Series 66
Fairfield, IA
Cambridge Investment Research Advisors
Hal Masover is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2015. Outside of his advisory role, Masover owns a photography business and is involved in an arts and performing arts venture. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm employs a variety of investment strategies through independent financial professionals, offering both discretionary and non-discretionary portfolio management across multiple platforms.
Seth C
Series 66
Fairfield, IA
Cambridge Investment Research Advisors
Seth Cecil is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing nine years of industry experience. He has worked with Cambridge Investment Research in various capacities since 2015. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing both discretionary and non-discretionary investment options across multiple platform arrangements.
Ashley W
Series 66
Birmingham, IA
LPL Financial
Ashley Worley is a financial advisor with LPL Financial, holding a Series 66 designation and bringing eight years of industry experience. Her prior roles include positions at Cambridge Investment Research Advisors and Strategic Financial Services. Outside of her advisory work, she is involved in non-investment-related ventures, including co-owning Grace Property Management LLC and participating in the Revive Entertainment Complex. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset allocation approaches.
Stacey M
CFP®, Series 63
Fairfield, IA
Cambridge Investment Research Advisors
Stacey Martin is a CFP® with 19 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. She has held various roles within Cambridge and related entities since 2004. In addition to her advisory work, she is active as a public speaker, instructor, and author. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals. The firm offers diverse investment solutions, including proprietary and third-party strategies, with both discretionary and non-discretionary management tailored to client objectives.
Kevin M
Series 66
Fairfield, IA
Cambridge Investment Research Advisors
Kevin Manz is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entity since 2015. Manz serves as a board member and volunteer for Elks Lodge #1192 in Fairfield, IA. 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, employing a range of portfolio management strategies and platform arrangements tailored to client objectives.
Colleen B
Series 66
Fairfield, IA
Cambridge Investment Research Advisors
Colleen Bell is a Series 66 licensed financial advisor with Cambridge Investment Research Advisors, where she has worked since 2007. She has 20 years of industry experience and serves as a board member for several organizations, including Retirement Plan Advisors Group and the Regina Foundation school board. She is also an owner and manager of Jordan Creek Financial Solutions, LLC. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through independent financial professionals, offering a range of portfolio management options and access to both proprietary and third-party investment strategies.
Jordan S
CFP®, Series 66
Hillsboro, IA
LPL Financial
Jordan Sathoff is a CFP® professional affiliated with LPL Financial, bringing 13 years of industry experience. He has previously worked with Cambridge Investment Research Advisors and Broker Dealer Financial Service Co. Outside of finance, he owns multiple farms in Iowa and serves as an elder on the board of Sharon Presbyterian Church in Farmington, IA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management services, utilizing both proprietary and third-party strategies across various account types.
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