Freeport, IL Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

2

Of 3,908 advisors across 2,203 offices

Location

1013 W. Loras Dr., Suite A

Freeport IL 61032

Advisors at this office

2

Advisors at this office

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Wendy D

Series 66

Freeport, IL

Cambridge Investment Research Advisors

Wendy Dietmeier is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. She previously worked at Fifth Third Securities for six years before joining Cambridge Investment Research Advisors in 2017. Outside of her advisory role, she is involved in managing a family farm operation. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers various financial planning and investment management services through a network of independent Financial Professionals, utilizing multiple platform arrangements and a mix of proprietary and third-party investment strategies.

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

Series 63, Series 65

Freeport, IL

Cambridge Investment Research Advisors

Kirk Pearson is a financial advisor with Cambridge Investment Research Advisors in Freeport, Illinois. He holds Series 63 and Series 65 credentials and has six years of industry experience, including twelve years at US Bank prior to joining his current firm. Pearson also works part-time as a college instructor and co-facilitator at Highland Community College. 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 through a network of independent professionals using a range of portfolio management strategies and platform arrangements.

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