Our Partners
Our Broker-Dealer
We are proud of our partnership with our broker-dealer, Cambridge Investment Group, Inc. As a privately controlled, national financial solutions firm focused on serving independent financial advisors and their investing clients, Cambridge gives us access to a full suite of products, and services. With Cambridge, we can create custom investment strategies tailored to your unique financial needs and goals.

Cambridge Highlights as of December 31, 2021
1981
Founded in Fairfield, IA3
3,800+
Financial professionals in all 50 states
1.1
Million+
Client Accounts
$1.37
Billion
Total Revenue*
$160
Billion+
Assets under advisement**
*For the 12 months ending 12/31/21
**AUA reflects fee-based and independent RIA assets plus commission
3Cambridge and its predecessor broker-dealer
Community Involvement
We are passionate about the local communities we service. Here are some organizations we support: