Dodgeville, WI Office

Danielle Gates is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and three years of industry experience. Prior to her current role, she worked for the State of Wisconsin Department of Workforce Development and has served as an independent ambassador-sales contractor. 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 financial planning, investment management, and retirement plan advisory services through a broad network of independent Financial Professionals, providing both proprietary and third-party model strategies tailored to client objectives.

Harold Hellen is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked with Cambridge Investment Research since 2018 and previously operated HH Financial Planning Group and Harbour Investments, Inc. Outside of his advisory role, he serves as a college wrestling official in Platteville, Wisconsin. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers various investment solutions, including proprietary model strategies and access to third-party managers, with options for discretionary and non-discretionary management tailored to client objectives.