Sunrise Beach, MO Office

Kevin Kuebler is a CFP® professional with 23 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His career includes roles at Avantax Advisory Services and New Perspectives Financial Services, which he owns. Kuebler is involved in community and nonprofit activities, serving as treasurer for the Bloomington Rotary Foundation and Knights of Columbus, and holding board positions with Our Lady of the Lake Finance Council. 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 advisors, providing both discretionary and non-discretionary strategies across multiple platforms and proprietary model portfolios.

Kevin Nicol is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 43 years of industry experience and has operated multiple financial and advisory firms over the past three decades. Nicol serves as a board member for the Southern Illinois University at Edwardsville Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers portfolio management through various platforms and models, with a combination of proprietary and third-party strategies, supporting both discretionary and non-discretionary approaches.