Des Moines, IA 4140 Grand Ave Office

Jared Sutton is a CFP® and CFA® with 17 years of industry experience, currently affiliated with Cambridge Investment Research Advisors in Des Moines, IA. His prior roles include positions at VOYA Financial Advisors and leadership in multiple business ventures, including insurance, financial services, and online certification companies. He is also involved with the Disque Foundation, a nonprofit focused on technology training. 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 through a network of independent professionals. The firm offers a range of investment solutions, including proprietary model strategies and access to unaffiliated managers, with flexibility in implementation across various platforms and custody arrangements.

Kevin Lehman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at Edward Jones, Voya Financial Advisors, and Securities America. He serves as a board member of the Ankeny Instrumental Music Foundation and owns KJL Capital LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a variety of portfolio management platforms and proprietary as well as third-party strategies.

Randy Sefrit is a CFP® and Series 66-licensed financial advisor with three years of industry experience. He is currently with Cambridge Investment Research Advisors and has held prior roles within Cambridge Investment Research, Inc. He also has experience at Farmers Mutual Telephone Company, Southwestern Community College, and State Savings Bank. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions, including proprietary models and access to third-party managers, with both discretionary and non-discretionary strategies tailored to client objectives.

Robert Edwards is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 17 years of industry experience. He previously worked at Principal Life Insurance Company for 29 years and Principal Financial Services Corp for 9 years. Edwards is also involved with Financial Integrators as a W2 employee. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides various investment solutions through independent Financial Professionals, employing both proprietary and third-party strategies across multiple platform arrangements.

Kenneth Martin is a CFP® professional with six years of experience, currently affiliated with Cambridge Investment Research Advisors. He has worked at Cambridge Investment Research Advisors and Voya Financial Advisors and maintains a business presence at Vision Financial Group. Martin serves as a board member of the Iowa Psychological Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. It offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a range of portfolio management and model-based solutions.

Kelli Brix is a CFP® and holds a Series 66 license with four years of industry experience. She is currently with Cambridge Investment Research Advisors and has prior experience at Emerson, Renewable Energy Group, and the University of Iowa. Outside of financial advising, she is involved in youth sports as a coach at Ankeny Centennial School. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm provides various investment solutions through a network of independent Financial Professionals, utilizing both proprietary and third-party strategies tailored to client objectives.

Julie Jones is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and 27 years of industry experience. She previously worked at Voya Financial Partners, LLC and Directed Services, LLC. Jones is based in Des Moines, IA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing proprietary models and access to third-party strategists across multiple platform arrangements.

Matthew Boehnke is a CFP® professional with 24 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2020. His prior experience includes six years at Voya Financial Advisors and long-term involvement with Billion Dollar Mentor and Gremler Financial Group. Outside of his advisory role, he is active in several business ventures including ownership positions in Boehnke Financial LLC and Vision Holdings LLC. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Corey Day is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Principal Financial Group and Voya Financial Partners. 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 plan advisory services through a network of independent financial professionals using a variety of direct portfolio management and model-based strategies.

Sean Phillips is a CFA® charterholder and holds a Series 66 license with 10 years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior experience at Vision Financial Group and Voya Financial Advisors. Outside of his advisory role, he serves as treasurer on the board of a Montessori school and is a board member of a food-related public entity. 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 independent financial professionals, providing a range of portfolio management options and model-based strategies tailored to client objectives.

John Gremler is a financial advisor with Cambridge Investment Research Advisors in Des Moines, IA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include six years at Voya Financial Advisors and ownership of Gremler Financial Group since 1999. In addition to advisory work, he operates 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, retirement plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a range of portfolio management and model-based solutions.

Kevin McMahon is a CFA® charterholder and holds a Series 63 license with 13 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and Financial Integrators in Des Moines, IA. Prior to his current roles, he worked for 30 years at Principal Life Insurance Co. Cambridge Investment Research Advisors is a large SEC-registered advisor serving a diverse client base including individuals, pension plans, charitable organizations, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Grant Judkins is a financial advisor with Cambridge Investment Research Advisors based in Des Moines, IA. He holds a Series 66 designation and has recently begun his advisory career. Prior to his current role, he worked in the construction industry and was involved with the Oakland Athletics organization. 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 financial planning, investment management, and retirement advisory services through a network of independent professionals, with both proprietary and third-party strategies available.

Peter Hill is a ChFC®-designated financial advisor with 32 years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at VOYA Financial Advisors. Hill serves as a committee member for the MDRT Foundation and its Main Platform/Special Sessions 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, pension and profit-sharing plans, and charitable organizations. The firm offers multiple portfolio management solutions through a network of independent Financial Professionals, employing both proprietary and third-party strategies.

Justin Ryan is a CERTIFIED FINANCIAL PLANNER™ professional with 21 years of industry experience, currently associated with Cambridge Investment Research Advisors since 2020. He previously worked at VOYA Financial Advisors from 2014 to 2020. Outside of his advisory role, he owns and operates several businesses including an independent insurance agency and financial planning firms, and is involved in farming operations through a family-owned LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm supports a wide range of investment strategies and platforms, combining proprietary models with access to third-party managers and is known for its institutional features such as advisor transition programs and documented business relationships with attorneys and CPAs.