Appleton, WI E Calumet St Office

Jule Butler is a financial advisor with Cambridge Investment Research Advisors in Appleton, WI, holding a Series 63 designation and 33 years of industry experience. She has been with Cambridge since 2009. Outside of her advisory work, Butler owns and operates a tax preparation service and is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts through financial planning, investment management, and retirement plan advisory services. The firm offers a variety of portfolio management options and employs both proprietary and third-party investment strategies tailored to client objectives.

Craig Meyer is a financial advisor with Cambridge Investment Research Advisors in Appleton, WI, holding a Series 66 credential and 20 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009. Outside of advising, he owns and operates Watertax, Inc., a tax services business. Cambridge Investment Research Advisors 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 professionals, utilizing a range of portfolio management approaches and platform arrangements tailored to client objectives.

Matthew Marcinske is a financial advisor with Cambridge Investment Research Advisors in Appleton, WI. He holds the Series 66 designation and has recently started his career in the industry. Prior to joining Cambridge, he worked at Legacy Financial Services and the Bank of Luxemburg. Outside of finance, he has experience with RunAway Shoes and Tagalong Golf Course. 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, utilizing both proprietary and third-party model strategies tailored to client objectives.

Rick Van Dinter is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at NYLife Securities LLC and New York Life Insurance from 2005 to 2017. Outside of his advisory role, Van Dinter is an independent insurance agent and is involved in marketing for a local discount superstore. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services. The firm offers customized investment solutions through a network of independent professionals using various custody platforms, proprietary and third-party strategies, and maintains institutional features such as equity participation and supervisory processes.

Lora Squires is a financial advisor with Cambridge Investment Research Advisors in Appleton, WI, holding a Series 66 designation and 15 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2012 and previously with Watermark Financial Services, Inc. since 2009. In addition to her advisory role, she is an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm 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, providing both discretionary and non-discretionary portfolio management across multiple platforms.

Cameron Butler is a Series 66-credentialed financial advisor with Cambridge Investment Research Advisors, based in Appleton, WI, and has two years of industry experience. Prior to joining Cambridge, he held roles at Vista Outdoor, Lazard Middle Market, Beverly Capital, and Marquette University. Outside of advisory work, he is involved in owning and managing several small real estate ventures. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent professionals, utilizing a range of direct portfolio management and model-based solutions.