Fairfield, IA Pleasant Plain Rd Office

Matthew Goodwin is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He holds a Series 66 designation and has worked at Continuity Partners Group, LLC and Cambridge Investment Research entities since 2012. He serves on the board of directors for The Cambridge Foundation, a nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers a range of financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing various custody platforms and proprietary as well as third-party strategies.

Kristopher Emick is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 16 years of industry experience. He has been affiliated with Cambridge Investment Research Advisors and related entities since 2014, and previously worked at firms including Pathway Strategic Advisors and Investment Advisors Corp. Emick serves as an advisory representative of a registered investment adviser in Fairfield, Iowa. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing proprietary and unaffiliated model strategies across multiple platform arrangements.

Barry Schmidt is a financial advisor at Cambridge Investment Research Advisors with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cambridge since 2010, following a brief tenure at Continuity Partners Group, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. 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 strategies and multiple custody and platform options.

Britni Ensminger is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at LPL Financial and Cambridge Investment Research, Inc. She is based in Fairfield, Iowa. Cambridge Investment Research Advisors serves a diverse range of clients, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple investment implementation options through a network of independent Financial Professionals, with personalized strategies that may include proprietary models and third-party managers.

Jeremy Booth is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 22 years of industry experience. He has been with Cambridge Investment Research, Inc. since 2004 and Cambridge Investment Research Advisors since 2006. Outside of his advisory role, he has maintained a rental property business since 2002. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors, offering financial planning, investment management, and retirement advisory services through a large network of independent Financial Professionals. The firm provides multiple investment platforms and strategies, with a combination of proprietary models and access to external managers.

Kyle Carter is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Cambridge Investment Research Advisors and affiliated entities since 2011 and previously worked at Nations Financial Group, Inc. from 2008 to 2011. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing various portfolio management strategies and platform arrangements tailored to client objectives.

Jill Silvers is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. She holds a Series 66 designation and has worked primarily with Cambridge Investment Research since 2008, with a brief tenure at LPL Financial. Outside of her advisory role, she serves as a volunteer assistant coach for Pekin Community School Districts. 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 financial professionals, using a variety of portfolio management strategies and platform arrangements tailored to client needs.

Tonya Mccampbell is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and possessing 20 years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2018 and has additional experience at Broker Dealer Financial Services Corp dating back to 2013. Outside of her advisory work, she serves as a board member for the Northwest Missouri Regional Development Corporation and is a city council member in Albany, Missouri. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through a network of independent Financial Professionals. The firm provides financial planning, investment management, and retirement advisory services using a variety of portfolio management options, including proprietary and third-party strategies tailored to client objectives.

Jacqulyn Flattery is a Series 66-credentialed financial advisor with 17 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2009. She also holds an officer role in a construction and labor company and works as an independent marketing executive referring clients to product companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory through a broad network of independent Financial Professionals. The firm provides multiple investment implementation options, including proprietary and third-party strategies, tailored to client objectives.

Denver Carlson is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. He holds the Series 66 designation and has been associated with Cambridge Investment Research entities since 2015. Outside of his advisory role, he owns DW WORKS, a construction and labor business. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements.

Mandy Moore is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. She holds the Series 66 designation and has been with Cambridge since 2008. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing various platform arrangements and model-based solutions tailored to client objectives.

Michelle Starks is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 13 years of industry experience. She has been with Cambridge Investment Research in various capacities since 2016. Michelle serves as a board member of Red Rock Camp Fellowship. 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 plan advisory services through a network of independent Financial Professionals using a variety of portfolio management approaches and platform arrangements.

Seth Cecil is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing nine years of industry experience. He has worked with Cambridge Investment Research in various capacities since 2015. Cambridge Investment Research Advisors serves 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 Financial Professionals, providing both discretionary and non-discretionary investment options across multiple platform arrangements.

Kevin Manz is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entity since 2015. Manz serves as a board member and volunteer for Elks Lodge #1192 in Fairfield, IA. 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 independent financial professionals, employing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Colleen Bell is a Series 66 licensed financial advisor with Cambridge Investment Research Advisors, where she has worked since 2007. She has 20 years of industry experience and serves as a board member for several organizations, including Retirement Plan Advisors Group and the Regina Foundation school board. She is also an owner and manager of Jordan Creek Financial Solutions, LLC. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through independent financial professionals, offering a range of portfolio management options and access to both proprietary and third-party investment strategies.