Broker Check

Wealth Management

We offer separately managed accounts for an annual fee as well as various investment products such as variable, equity indexed and fixed annuities. We create a clients investment portfolio based on his or her specific needs in a way that will best achieve their goals. As Investment Advisor Representatives we have a legal fiduciary duty to put our clients interest above ours at all times. But then, we would do that anyway; it's just the right thing to do!

Cambridge Investment Research, Inc. is located in Fairfield, Iowa and is ranked as one of the top 20 independent Broker Dealers. They are a six time winner of Broker/Dealer of the Year.

All investment accounts are held at Pershing, LLC, a wholly owned subsidary of the Bank of New York/ Mellon, one of the world's largest financial institutions.

Investment Advisor magazine, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc.