Our Partners

Our Broker-Dealer

We are proud of our partnership with our broker-dealer, Cambridge Investment Group, Inc. As an internally 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 March 31, 2024


Founded in Fairfield, IA3


Producing financial professionals


Client Accounts


Total Revenue*


Assets under advisement**

*Total revenue is year to date (3/31/24) and actual annualized

**AUA reflects fee-based and independent RIA assets plus commission assets

3Cambridge and its predecessor broker-dealer

Community Involvement

We are passionate about the local communities we service. Here are some organizations we support:

Grand Island Area Chamber of Commerce

Grand Island Area Habitat for Humanity

Grand Island Central Catholic School

Heartland CASA

St. Francis Foundation

Greater Grand Island Community Foundation

Overland Trails Council – Boy Scouts of America

TeamMates Mentoring Program of Grand Island

Valentine Chamber of Commerce

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Schuster Anderson