Davenport, IA Office

James Nelson is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked for 14 years. He has a total of 14 years of industry experience. Outside of his advisory role, Nelson serves as a board member for the Mercy Healthcare Foundation and has been involved with the Clinton Country Club and Clinton Community College for many years. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent financial professionals, utilizing proprietary and third-party model strategies across multiple platform arrangements.

Nathan Kreinbrink is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2012. He has 13 years of industry experience. Outside of his advisory role, Kreinbrink coaches youth and middle school baseball and teaches Junior Achievement to second graders. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through independent Financial Professionals. The firm provides multiple portfolio management options, including proprietary and third-party models, with discretionary and non-discretionary strategies tailored to client objectives.

Austin Eck is a financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. He has been with Cambridge since 2017 and previously worked at Citizens Bank of Kansas from 2014 to 2017. Eck holds a Series 65 designation. 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 services through a network of independent Financial Professionals using a variety of portfolio management strategies and platform arrangements.

Travis Morehead is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2019. He has seven years of industry experience and also holds a supervisory role at Candlelight Inn Restaurants. Morehead serves as president of the board of directors and church council at Zion Lutheran Church and is a board member of the Clinton Housing Authority. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of investment solutions through independent financial professionals, including proprietary and third-party model strategies, with options for discretionary and non-discretionary management.

Matthew Spay is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cambridge since 2012. Outside of his advisory role, he is also an independent insurance agent and owner of Spay & Associates in Davenport, Iowa. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing both proprietary and third-party investment strategies tailored to client objectives.

John Nelson is a financial advisor with Cambridge Investment Research Advisors who holds a Series 65 designation and has 13 years of industry experience. He has been with Cambridge since 2013 and also has a teaching role at Ashford University beginning in 2012. Cambridge Investment Research Advisors serves a broad client base including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using proprietary and third-party investment strategies across various custody and platform arrangements.

David Nelson is a financial advisor with Cambridge Investment Research Advisors and holds the CFP® and ChFC® designations. He has 35 years of industry experience and is also the President and CEO of NelsonCorp Wealth Management. Outside of his advisory roles, he owns and operates a tree farm and a tax preparation business. 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, providing tailored strategies via multiple platforms and both proprietary and third-party investment models.

Thomas Spay is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 license and bringing 57 years of industry experience. He has been with Cambridge since 2013 and also works as an independent insurance agent for various companies. 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 plan advisory services through a network of independent professionals using a variety of portfolio management approaches and platform arrangements.

Jamie Hugunin is a Series 65-licensed financial advisor with nine years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and NelsonCorp Wealth Management, where he also serves as a notary and an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm that serves 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 a variety of portfolio management and investment platforms.