Bettendorf, IA State St. Office

Filip Virgili is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 66 designation. Prior to his current role, Virgili worked for Cambridge Investment Research, Inc. and was previously employed by the Quad City Storm. Cambridge Investment Research Advisors is a large SEC-registered firm serving individual clients, retirement plans, charitable organizations, and trusts through a network of independent Financial Professionals. The firm offers financial planning, investment management, and retirement advisory services using a variety of platform and portfolio management options tailored to client objectives.

Jason Mc Areavy is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2024. He has eight years of prior experience at Kent Nutrition Group. Outside of his advisory role, he is also an independent insurance agent representing various companies. Cambridge Investment Research Advisors serves a broad range of clients including individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party investment strategies tailored to client objectives.

Todd Harris is a financial advisor with Cambridge Investment Research Advisors in Bettendorf, Iowa. He holds the Series 63 and Series 65 credentials and has 27 years of industry experience. Harris has been with Cambridge Investment Research Advisors since 2015 and also works as an independent insurance agent. Cambridge Investment Research Advisors is an 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 advisory services through a network of independent professionals, utilizing various portfolio management strategies and platform arrangements.

Dawn Wales is a financial advisor with Cambridge Investment Research Advisors in Bettendorf, IA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has been affiliated with Cambridge Investment Research since 2008 and has served as an independent insurance agent, a notary, a coach/consultant, and a small claims court mediator. Additionally, she holds a board position as secretary of Client Builders Brokerage House. 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 a range of financial planning and investment management services delivered through independent professionals using various custody platforms and both proprietary and third-party investment strategies.

Jenna Tippetts is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. She holds the Series 66 designation and has previously worked with Frandsen Morrill Advisors and Bright Planet Solar. Outside of her advisory role, she is involved as an insurance and benefits agent and operates under the Bettendorf Financial Group DBA. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment strategies through independent financial professionals, combining proprietary models and third-party solutions tailored to client objectives.

Arron Silvers is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Bettendorf, IA, and has one year of industry experience. He has held various roles within Cambridge Investment Research entities and Bettendorf Financial Group, alongside prior experience at Wartburg College and Pekin Community Schools. 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 through a network of independent professionals. The firm offers multiple portfolio management and platform options, with both proprietary and third-party strategies tailored to client goals.

Matthew Strajack is a financial advisor with Cambridge Investment Research Advisors in Bettendorf, Iowa, holding Series 63 and Series 65 credentials and 30 years of industry experience. He previously spent 21 years at LPL Financial before joining Cambridge in 2024. Outside of his advisory role, he is involved in independent insurance sales and operates Bettendorf Financial Group. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, charitable organizations, and trusts by offering financial planning, investment management, and retirement plan advisory services. The firm provides a range of investment solutions through independent Financial Professionals and utilizes both proprietary and third-party strategies across multiple platform arrangements.

Jordan Miller is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. He previously worked at LPL Financial and CBI Bank and Trust. Miller holds the Series 66 designation and operates out of Bettendorf, Iowa. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a variety of portfolio management approaches and custody platforms.

Shannon Domski is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and five years of industry experience. She has worked with Cambridge Investment Research Advisors since 2022 and is also associated with Bettendorf Financial Group. In addition to her advisory role, she serves as a notary public and an independent insurance agent. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, with a range of portfolio management and model-based solutions tailored to client objectives.

Douglas Wier is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® and Series 63 designations and bringing 41 years of industry experience. He has been with Cambridge Investment Research Advisors since 2015. Wier serves as an independent insurance agent through D.W. Insurance Company, Inc., and is a board member of the North Colorado Springs Rotary Club and Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a range of investment approaches across multiple platform arrangements.

Patrick Larkin is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Bettendorf, IA, with five years of industry experience. He served 20 years in the US Navy before joining Cambridge in 2020. Outside of his advisory role, Larkin is involved as a captain with Celebration Belle and serves on the Bettendorf school board and the Downtown Bettendorf Organization board. 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 through a network of independent professionals, utilizing a range of discretionary and non-discretionary strategies across multiple platforms.