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104 advisors near
52556
within the area shown on the map
Out of 400,000+ nationwide
Jason C
Series 66
Fairfield, IA
Cambridge Investment Research Advisors
Jason Conner is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He holds a Series 66 designation and has been with Cambridge since 2013. Outside of his advisory role, Conner serves as a trustee and board member of Pilgrim Nazarene Church and is a board member of Green Mound Cemetery. Cambridge Investment Research Advisors is a large SEC-registered firm serving 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 Financial Professionals, utilizing a range of portfolio management approaches and platform arrangements.
Jeffrey V
Series 63, Series 66
Fairfield, IA
Cambridge Investment Research Advisors
Jeffrey Voreis is a financial advisor at Cambridge Investment Research Advisors with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Cambridge since 2009. Outside of his advisory role, he serves as a committee director for the local Cub Scouts and chairs the parent’s committee. 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, utilizing a variety of investment platforms and strategies tailored to client objectives.
David S
Series 66
Fairfield, IA
Cambridge Investment Research Advisors
David Silvers is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 18 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009 and affiliated with Cambridge Investment Research, Inc. since 2006. Outside of his advisory role, he volunteers as a coach for the Cardinal-Pekin Dust Devils Trap Team. Cambridge Investment Research Advisors is a large SEC-registered firm that 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, utilizing multiple custody platforms and offering both proprietary and third-party investment strategies.
Richard E
Series 63, Series 65
Fairfield, IA
Cambridge Investment Research Advisors
Richard Ede Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has held roles at Cambridge Investment Research Advisors since 2018 and has concurrently worked with Bostrom and Broker Dealer Financial Services Corp. Additionally, he has worked as an IT project manager outside the industry. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm utilizes multiple custody platforms and proprietary and third-party investment strategies, combining discretionary and non-discretionary portfolio management tailored to client objectives.
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Finding advisors...
104 advisors near
52556
within the area shown on the map
Out of 400,000+ nationwide