Fleetwood, PA Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

2

Of 3,909 advisors across 2,197 offices

Location

Fleetwood PA

Advisors at this office

2

Advisors at this office

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Scott S

CFP®, ChFC®, Series 63

Fleetwood, PA

Cambridge Investment Research Advisors

Scott Strum is a financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. He holds the CFP®, ChFC®, and Series 63 credentials. Prior to joining Cambridge, he worked for Lincoln Investment Planning, Inc. for 21 years. Outside of his advisory role, Strum serves as a board member of the Reading Symphony Orchestra and as treasurer for Rock Hollow Woods. 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, utilizing proprietary and third-party strategies across various platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Akiko S

Series 63, Series 65

Fleetwood, PA

Cambridge Investment Research Advisors

Akiko Strum is a financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. She previously worked at Lincoln Investment for nine years and now operates Strum Wealth Management. Outside of her advisory role, she serves as a committee member for the Reading Symphony Orchestra. 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 trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals and provides a variety of portfolio management and model-based solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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