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Steve Doman
Securities / Insurance Planning
Henry Friedman CLU
Corporate Insurance / Estate Planning
Joe Gavazza
Retirement & Ins. Planning / Charitable Giving
Dustin Ma
Securities / Insurance Planning
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Robert Miller CFP®
Securities / Financial Planning
Michael W. Olff
Securities / Insurance Planning
James E. Smith CLU, ChFC
Securities / Insurance Planning |
Brian Ambrose CPA, CFP®
Annuities / Retirement Planning
Mike Bellig CLU
Director of Brokerage Services -TruMark
John Helms CLU, ChFC
Employee Benefits
Laura Lucas
Office Manager
Celia J. Mason JD
Long-Term Care
Larry Miller
Estate Planning |
Brian O'Toole JD
Estate Planning
DeHaven Sanson CFP®, CLU, ChFEBC™
Securities / Insurance Planning
Vincent L. Schantz
Annuities / LTC / Retirement Planning
David Shaffer
Property & Casualty - Personal LInes
David Sylvester CFP®
Managed Assets |
Important Consumer Information:
Securities and advisory services offered through Cambridge Investment Research, Inc., member FINRA/SIPC and a registered investment advisor. Stahlschmidt Financial Group, LLC is not a broker dealer, and is not affiliated with Cambridge, a broker dealer.
The following associates are not affiliated with Cambridge Investment Research, Inc.: Brian Ambrose, Mike Bellig, John Helms, Laura Lucas, Celia Mason, Larry Miller, Brian O’Toole, DeHaven Sanson, Vincent Schantz, David Shaffer, and David Sylvester. A broker-dealer, an investment adviser, a BD agent, or IA Representative may only transact business in a state if first registered in that state, or is excluded or exempt from registration in that state as a broker-dealer, investment adviser, BD agent or IA Representative, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either affecting or attempting to affect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion.
For information concerning the licensing status or disciplinary history of a broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator. Offices in California |