Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Out of 400,000+ nationwide
Ronald S
Series 63, Series 66
Osceola, IA
Cambridge Investment Research Advisors
Ronald Schlichte is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 22 years of industry experience. He previously worked at VOYA Financial Advisors for six years before joining Cambridge in 2020. Outside of his advisory role, he serves as a board member for Kids First of Iowa and the Clark County Hospital Foundation, and he works as a substitute teacher in Clark Community Schools. 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 independent Financial Professionals using various portfolio management platforms and strategies.
David B
Series 63, Series 65
Osceola, IA
Cambridge Investment Research Advisors
David Bemis is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and has been associated with Broker Dealer Financial Services Corp. since 2001. Bemis serves as Treasurer and Board Member of the Osceola Chamber Main Street. 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, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a range of portfolio management strategies and platform arrangements.
James R
CFP®, Series 66
Osceola, IA
Edward Jones
James Rutherford is a CFP® and holds a Series 66 license with Edward Jones, where he has 13 years of industry experience. He has been with Edward Jones since 2013 and serves as the treasurer for the Home Grown Christian Learning Center in Osceola, IA, participating in financial reviews and governance. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products, notable for its extensive network of financial advisors and branches across the United States.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Out of 400,000+ nationwide