Marinette, WI Office

Dina Loomis is a Series 66-licensed financial advisor with over 10 years of industry experience. She is currently with Cambridge Investment Research Advisors and Stephenson National Bank and Trust, having previously worked at LPL Financial. She is also a commissioned Wisconsin Notary Public and holds an insurance agent role at Stephenson Financial Services. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm delivers these services through a large network of independent professionals and supports multiple investment platforms and strategies tailored to client objectives.

Mitchell Banaszak is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Fidelity Investments and Richey May & Co., as well as entrepreneurial activities with Absolute Tree Care. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning and investment management services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.