Clinton, IA 13th Ave N Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

3

Of 3,908 advisors across 2,203 offices

Location

880 13th Ave N

Clinton IA 52732-5116

Advisors at this office

3

Advisors at this office

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Amy C

Series 66

Clinton, IA

Cambridge Investment Research Advisors

Amy Cavanaugh is a Series 66-credentialed financial advisor with Cambridge Investment Research Advisors, where she has worked since 2011. She has 27 years of industry experience. Outside of her advisory role, she serves as president of a nonprofit organization and has been a board member for a local college foundation. 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 advisory services through a network of independent professionals, utilizing both proprietary and unaffiliated strategies across multiple platform arrangements.

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

Series 65, Series 63

Clinton, IA

Cambridge Investment Research Advisors

Michael Steigerwald is a financial advisor with Cambridge Investment Research Advisors holding Series 65 and Series 63 credentials and has 11 years of industry experience. His prior work includes roles at JP Morgan Chase Bank and NelsonCorp Wealth Management. Outside of his advisory work, Steigerwald is involved in an insurance and benefits agency. 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 both discretionary and non-discretionary investment strategies through various platforms and maintains proprietary and third-party model strategies.

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

Series 66

Clinton, IA

Cambridge Investment Research Advisors

Jacob Woodcock is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 14 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014 and also works with Nelson Corp Wealth Management. Outside of his advisory roles, Woodcock is involved in tax preparation through NelsonCorp Tax Solutions LLC and participates in agricultural work on a family farm. 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 advisory services via a network of independent professionals, utilizing a variety of portfolio management platforms and proprietary as well as third-party investment strategies.

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