Maquoketa, IA Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

2

Of 3,913 advisors across 2,200 offices

Location

107 E Quarry St.

Maquoketa IA 52060

Advisors at this office

2

Advisors at this office

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Amber K

Series 66

Maquoketa, IA

Cambridge Investment Research Advisors

Amber Knickrehm is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and six years of industry experience. She has worked at Cambridge Investment Research Advisors since 2018 and is also involved with Ohnward Wealth & Retirement-Maquoketa State Bank as an independent insurance agent. 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 independent Financial Professionals, utilizing a range of portfolio management and model-based strategies tailored to client objectives.

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

ChFC®, Series 63

Maquoketa, IA

Cambridge Investment Research Advisors

Kerry Schepers is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 license, with 26 years of industry experience. Prior to joining Cambridge in 2018, Schepers worked at Broker Dealer Financial Services Corp. Outside of advising, Schepers serves as a committee member for the Maquoketa High School Alumni Association and volunteers with local organizations including the Friends of Maquoketa Caves State Park and the Maquoketa Art Experience Board. 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 advisory services through a network of independent professionals, utilizing various portfolio management platforms and strategies tailored to client needs.

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