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What SFS Can DoWealth Management LP Dina Loomis

Dina Loomis

Financial Advisor

Email Dina

715-735-2303

Dina provides vital sales and administrative support while ensuring the efficient processing of daily departmental work. As a registered Cambridge representative, she delivers exceptional client service, offering knowledgeable guidance and independently servicing client accounts with accuracy and care. With almost 20 years of experience in administrative operations, sales support, and customer service, Dina is known for her attention to detail, strong organizational skills, and commitment to building trusted relationships with both clients and colleagues.

She enjoys spending quality time with her husband, children, family, and friends. You’ll often find them spending time at their family land and various campgrounds.

Credentials

  • Series 7 Securities Registration (held with Cambridge)
  • Series 66 Securities Registration (held with Cambridge)
  • Licensed for insurance in Wisconsin

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If you would like any further information about these topics, or other areas of investing, please don’t hesitate to contact an investment representative.

dina.loomis@cambridgesecure.com 715-735-2303

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Your SFS Professionals

  • Sam Hofer, CFP®, CLU®
  • David McNurlen, ChFC®, RICP®, CASL®, CLU®
  • Paul Aftanas, CFP®
  • Hunter Mans, CFP®
  • Mitchell Banaszak
  • Dina Loomis
  • Mikayla Horn

Securities offered through Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Stephenson National Bank & Trust and Stephenson Financial Services are not affiliated with Cambridge. Non-deposit investment products are not FDIC insured, not bank guaranteed, and may lose value.

This communication is strictly intended for individuals residing in the following states. No offers may be made or accepted from any resident outside the specific state(s) referenced.
Paul Aftanas: AZ, FL, ID, IL, IN, MI, MN, OH, WI
Sam Hofer: CA, FL, IN, MI, WI
Hunter Mans: CO, FL, IL, MI, MT, WI
David McNurlen: AZ, MI, NC, OK, WI
Dina Loomis: MI, WI
Mitchell Banaszak: MI, WI

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Cambridge's Form CRS (Customer Relationship Summary)

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Stephenson Financial Services; Investment Management, Insurance, Brokerage

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