Arcola, IL Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

3

Of 3,908 advisors across 2,203 offices

Location

102 E Main St

Arcola IL 61910

Advisors at this office

3

Advisors at this office

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John B

Series 63, Series 66

Arcola, IL

Cambridge Investment Research Advisors

John Bennett is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Cambridge since 2016. Outside of his advisory role, Bennett is involved with Boyer and Sappenfield Investment Advisors as an owner and also provides tax planning and independent insurance services. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers a comprehensive range of financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing both proprietary strategies and third-party solutions.

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

CFP®, Series 63

Arcola, IL

Cambridge Investment Research Advisors

Lisa Boyer is a CFP® credentialed financial advisor with Cambridge Investment Research Advisors, where she has worked since 2016. She has 42 years of industry experience and has been co-owner of Boyer & Sappenfield Investment Advisors since 1983. Boyer serves on the boards of MacMurray College and the Parkland College Foundation, and coaches girls basketball for the Arcola School District. 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 advisory services through a network of independent Financial Professionals using a variety of portfolio management and model-based solutions.

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

Series 66

Arcola, IL

Cambridge Investment Research Advisors

Stan Boyer is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2016. He has 17 years of industry experience and also operates Boyer & Sappenfield Investment Advisors, where he has been involved since 2004. Boyer serves on the board of the Arcola Museum in Illinois. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, trusts, and estates through a network of independent financial professionals. The firm offers financial planning, investment management, and retirement plan advisory services using a variety of strategies and platform arrangements tailored to client objectives.

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