Cornelius, NC W. Catawba Ave. Office

Kenneth Sagert is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has recently transitioned into the financial services industry with experience at several firms, including BCF Professional Services and Cambridge Investment Research. Cambridge Investment Research Advisors is a large SEC-registered firm serving individual clients, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through independent Financial Professionals using a range of portfolio management approaches and platform arrangements.

Heath Prior is a financial advisor with Cambridge Investment Research Advisors, holding the Series 63 and Series 66 designations and bringing 19 years of industry experience. His career includes 13 years at Lincoln Financial Securities Corp prior to joining Cambridge Investment Research Advisors in 2022. In addition to his advisory role, he serves as president and owner of Prior Wealth Planning. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a variety of portfolio management approaches and custody platforms.

John Misle is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience, including 14 years at Lincoln Financial Securities Corporation and over four decades at Pilot Life Insurance Co. Misle serves as a board member of the Sportsmans Club of Charlotte and volunteers on a high school reunion committee. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base including individuals, institutional plans, charitable organizations, and trusts. The firm offers a variety of investment implementation options through proprietary and third-party strategies, delivered by a nationwide network of independent financial professionals.