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:

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