Washington, MO Office

Joseph Loewenstein is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Northwestern Mutual in various capacities for over a decade. He is also involved with Cornerstone Financial Consultants, LLC, a financial services office based in Washington, MO. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent professionals. The firm provides multiple investment platforms and strategies, including proprietary models and third-party manager referrals, with a notable emphasis on compliance and advisor business relationships.

Erin Wideman is a financial advisor at Cambridge Investment Research Advisors with 34 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Cambridge since 2016. In addition to her advisory role, she serves as a volunteer treasurer for a local organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions across multiple custody platforms, including proprietary and third-party strategies tailored to client objectives.

Timothy Kluesner is a financial advisor with Cambridge Investment Research Advisors in Washington, MO. He holds Series 66 and Series 63 designations and has 12 years of industry experience. Prior to his current role, he worked at Farmers Financial Solutions and Farmers Insurance Group for 12 years. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements.