Columbiaâ, MD 8850 Stanford Blvd #2000 Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

5

Of 3,909 advisors across 2,197 offices

Location

8850 Stanford Blvd #2000

Columbiaâ MD 21045

Advisors at this office

5

Advisors at this office

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Christopher S

Series 66

ColumbiaÂ, MD

Cambridge Investment Research Advisors

Christopher Sadowski is a Series 66 licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2012. He has seven years of industry experience. Outside of advising, he serves as president of the Arbutus Community Association and umpires softball games in Maryland. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and other clients with financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through independent Financial Professionals, including proprietary models and access to third-party managers, with both discretionary and non-discretionary implementation options.

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

Series 63, Series 65

Columbia, MD

Cambridge Investment Research Advisors

John Perrot is a financial advisor at Cambridge Investment Research Advisors with credentials including Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Alex Brown (a division of Raymond James), and Alight Financial Solutions. Outside of his advisory duties, he is involved with Athlon Advisors in a service capacity related to insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a wide range of clients including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers services such as financial planning, investment management, and retirement plan advisory through a network of independent professionals, employing both proprietary and third-party investment strategies across various platform arrangements.

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

Series 65

Columbia, MD

Cambridge Investment Research Advisors

Rickey Post is a Series 65-licensed financial advisor with nine years of industry experience, currently practicing at Cambridge Investment Research Advisors. His prior experience includes roles at Turning Point Financial, Regulus, LLC, Regal Investment Advisors, Jolles Insurance and Financial, and The Prudential Insurance Company of America. He has involvement with the NCAA since 2012 and previously with the OHSAA. Cambridge Investment Research Advisors serves a diverse client base—including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors—offering financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm provides both discretionary and non-discretionary investment strategies through multiple platforms and maintains proprietary and unaffiliated model strategies.

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

ChFC®, Series 63, Series 66

ColumbiaÂ, MD

Cambridge Investment Research Advisors

Brian Jolles is a financial advisor at Cambridge Investment Research Advisors with 36 years of industry experience. He holds the ChFC® designation along with Series 63 and 66 licenses. His prior experience includes roles at Turning Point Financial, Regulus Financial Group, Questar Asset Management, and he has owned Jolles Financial since 1986. Outside of his advisory work, he serves as president of a nonprofit called We Promote Health, Inc., and is a board member of NAIFA. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through a network of independent financial professionals. The firm offers financial planning, investment management, and retirement plan advisory services, utilizing multiple platform arrangements and proprietary as well as third-party model strategies tailored to client objectives.

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

CFP®, Series 66

ColumbiaÂ, MD

Cambridge Investment Research Advisors

Christopher Schipske is a CFP® professional with 25 years of industry experience, currently serving with Cambridge Investment Research Advisors since 2010. He holds a Series 66 license and is based in Columbia, MD. Outside of advising, he owns and operates Athlon Tax Services, providing tax and small business consulting. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides multiple portfolio management options, including proprietary and third-party strategies, tailored to client objectives across various custody and platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
View complete list of advisors at this office
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