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Lindsay B

Series 63, Series 65

Larchwood, IA

Integrity Alliance, LLC

Lindsay Bliek is a financial advisor at Integrity Alliance, LLC with 13 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at Edward Jones, D.A. Davidson & Co., Lion Street Financial, and Lion Street Advisors. Integrity Alliance is a large advisory network serving individual investors, corporations, and retirement plans. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs through a variety of platforms and investment approaches.

Annuities ESG / Sustainable investing
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Nancy V

Series 63, Series 65

Rock Rapids, IA

Cambridge Investment Research Advisors

Nancy Van De Berg is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. Her career includes roles at Cambridge Investment Research Advisors since 2017 and INVEST Financial Corp from 2003 to 2017. Outside of advisory work, she is a co-owner of a farming operation in Luverne, Minnesota. 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 a network of independent professionals, with a range of portfolio management options across multiple platforms and a combination of proprietary and third-party strategies.

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

Series 65

Rock Rapids, IA

Cambridge Investment Research Advisors

Carmen Austin is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 designation and 10 years of industry experience. She has been with Cambridge since 2017 and is also a co-owner and CPA at De Noble, Austin & Company, where she provides tax preparation, auditing, payroll, and bookkeeping services. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a variety of investment implementation options, including proprietary and unaffiliated model strategies, tailored to client objectives with both discretionary and non-discretionary approaches.

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