Saint Petersburg, FL Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

2

Of 3,909 advisors across 2,197 offices

Location

112 44th Ave. N

Saint Petersburg FL 33703

Advisors at this office

2

Advisors at this office

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John K

Series 63, Series 66

Saint Petersburg, FL

Cambridge Investment Research Advisors

John Kollar is a financial advisor with Cambridge Investment Research Advisors in Saint Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Cambridge Investment Research since 2019, with a prior retirement period from 2013 to 2019. Outside of his advisory role, Kollar serves as a volunteer board member for the Cloisters on Beach Homeowners Association. Cambridge Investment Research Advisors serves a wide range of clients, 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 delivered through a network of independent Financial Professionals using a variety of portfolio management approaches and custody platforms.

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

Series 63, Series 65

Saint Petersburg, FL

Cambridge Investment Research Advisors

Kenton Wilson is a financial advisor at Cambridge Investment Research Advisors with 37 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at LPL Financial for 11 years. Wilson is also president of Wilson, Wilson & Company Retirement and Estate Planning, a firm specializing in retirement and estate planning. 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 through a network of independent Financial Professionals. The firm provides a range of portfolio management options, including proprietary models and third-party strategies, with both discretionary and non-discretionary implementations tailored to client objectives.

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