Appleton, WI W Water St. Office

Kay Knuth is a CFP® certificant with 40 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2007. She operates an independent business offering life planning and divorce financial services and provides pro bono financial counseling for a domestic abuse program. Knuth is also involved with community organizations, including serving on the board of a nonprofit and participating in church education and endowment committees. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse range of clients through independent Financial Professionals. The firm offers financial planning, investment management, and retirement services utilizing multiple portfolio management platforms and both proprietary and third-party investment strategies.

Kolby Knuth is a financial advisor with Cambridge Investment Research Advisors in Appleton, WI, holding a Series 66 designation and five years of industry experience. He has worked with Cambridge Investment Research, Inc. since 2014 and also operates Knuth Financial Life Planning. Knuth serves on the boards of Appleton Downtown Inc. and Creative Downtown Inc. and is a member of the finance committee at his local religious organization. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension 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 and model-based strategies tailored to client objectives.

Christopher Hoffman is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at LPL Financial, Advisors' Pride, Cetera Advisor Networks, and Affiance Financial. Hoffman serves as a board member for CASA of the Fox Cities and is involved with the Financial Planning Association as a committee member. Cambridge Investment Research Advisors is a large SEC-registered firm providing financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers various investment platforms and strategies, including discretionary and non-discretionary management, proprietary models, and access to third-party managers.