Concord, MA Office

Kevin Haskell is a financial advisor with Cambridge Investment Research Advisors located in Concord, MA. He holds Series 63 and Series 66 registrations and has 19 years of industry experience. His prior work includes roles at Aegis Retirement Partners, Commonwealth Financial Network, and Summit Financial Corp. Outside of his advisory work, he is involved in several real estate ventures through LLC partnerships. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm offers both discretionary and non-discretionary investment strategies through a variety of platforms, with access to proprietary model strategies and unaffiliated third-party managers.

Douglas Norberg is a financial advisor with Cambridge Investment Research Advisors in Concord, MA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes prior roles at Commonwealth Financial Network and Summit Financial Corp. Outside of advisory work, he owns Aegis Retirement Partners LLC, a third-party pension administration services firm. Cambridge Investment Research Advisors serves a wide range of clients including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm provides customized investment solutions across various platforms and incorporates both proprietary and third-party model strategies.

Lee Schmertzler is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He previously worked at Pinnacle Pension Consultants LLC and M Holdings Securities, Inc. Schmertzler holds Series 63 and Series 65 licenses and is also active as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement-plan sponsors, and charitable organizations, offering financial planning, investment management, and retirement advisory services. The firm employs both discretionary and non-discretionary strategies across multiple platforms and maintains proprietary and third-party model portfolios.