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Cambridge Investment Research
Cambridge Investment Research
    • What's Your Journey?
      Independent Advisor Independent RIA Broker-Dealer OSJ Financial Institutions

      Independent Advisor

      As an independent advisor at Cambridge, we’ll give you the flexibility to run your business and help clients reach their investing goals.

      Learn More About Solutions for Independent Advisors

      Independent RIA

      Experience the freedom of building your RIA while leveraging the resources and support to further grow your legacy.

      Learn More About Solutions for Independent Advisors

      Broker-Dealer

      Maintain autonomy and infrastructure while developing scalability for your broker-dealer.

      The resources and support you need to thrive are a click away.

      OSJ

      As an Office of Supervisory Jurisdiction (OSJ), you thrive when your financial professionals thrive. We support OSJs with tailored solutions designed to help you meet the unique needs of your financial professionals.

      Learn More About Solutions for Independent Advisors

      Financial Institutions

      Choose from various program structures, unique compensation arrangements, and custom client ownership scenarios that are fully adaptable to your financial institution.

      Discover solutions designed to support your growth.

    • Solutions
      Innovative Technology Investment Products Practice Management Marketing Services Succession and Acquisition Outsourcing Simplified Transitions Compliance Peer Networking

      Innovative Technology

      Cambridge’s technology makes it possible to enhance client value while reducing frustrations.

      Schedule a technology demo.

      WealthPort: Customizable Asset Management Solutions

      CLIC: Integrated Account Servicing Platform

      Investment Products

      Cambridge offers the broadest range of investment products so you can deliver holistic advice.

      Experience the freedom to choose the best products for each client.

      Practice Management

      Achieve your goals with consulting and coaching from Cambridge’s Practice Management team.

      Take your business to the next level with consulting and coaching.

      Practice Management Solutions

      Cambridge Community of Women

      High Speed Financial Professional Growth

      Social and Sustainable Investing

      Marketing Services

      Engage with clients, reach more prospects, and build credibility with Cambridge’s creative marketing solutions.

      Get noticed by prospective clients.

      Succession and Acquisition

      Cambridge helps financial professionals create succession plans and acquire, sell, or merge businesses.

      Let us guide you through plan a staged pullback, full retirement, or a practice acquisition.

      Outsourcing

      Cambridge Source offers practice advancement consulting and professional development opportunities.

      Get time back in your day to grow your practice.

      Simplified Transitions

      A smooth transition is critical. Cambridge provides comprehensive support to efficiently move your book.

      Begin your journey

      Compliance

      Run your business confidently with flexible compliance support.

      “Common-sense” compliance is a call or click away.

      Peer Networking

      Cambridge financial advisors can network with peers via online communities as well as virtual and in-person events.

      Start making connections.

    • Insights & Events
      Cambridge Insights Cambridge Events Cambridge Stronger Podcast

      Cambridge Insights

      Cambridge offers helpful information and perspectives for the financial professional to aid them in serving the needs of their investing clients.

      Cambridge Whitepapers

      The Pillars of True Independence

      Opportunities for Women in the Advice Industry

      Developing a Sustainable Plan for Purposeful Business Growth

      ESG and Socially Responsible Investing Strategies

      Remaining Relevant with Next Generation Investors During The Great Wealth Transfer

      Tips for Implementing a Fee-based or Fee-only Business Model

      How the Transition Experience Can Make — Or Break — a Financial Advisor Move

      The Importance of Continuity Planning

      Six Steps to Succession Planning

      The Art and Science of a Deal: Your Guide to Acquiring a Practice

      Partnering With Your Financial Solutions Firm for Successful Business Building

      Factors You Should Not Overlook in Selecting a Broker-Dealer or a Registered Investment Advisor

      40 Tips from 40 Years of Serving Independent Financial Professionals

      Build Your OSJ Legacy With Cambridge

      Critical Questions to Plan Your Transition

      Never Transition Alone

      Grow Your Financial Practice With Outsourcing Support

      A New Age of Investing – Where Women are Rising

      Cambridge Events

      Cambridge providing a range of resources designed to steadily grow the size and scope of your practice.

      Learn More About Solutions for Independent Advisors

      Ignite 2021

      Stability Amidst Uncertainty – CEO Amy Webber

      Cambridge Community of Women - Save the Date

      Cambridge Stronger Podcast

      Cambridge Stronger is a podcast and blog series hosted by Cambridge's CEO Amy Webber. It is produced by Cambridge – a financial solutions firm where culture counts and values matter most.

      Cambridge Stronger Podcast

      Episode 101: The Luckiest Life

      Episode 102: The Chain of Helping People

      Episode 103: Serving Leaders

      Episode 104: Elevating Success

      Episode 105: Strength from Helping Others

      Episode 106: All about the Heart

      Episode 107: Respect & Grace Along the Way

      Episode 108: You Can Be What You Can See

      Episode 109: A Drive to Succeed

      Episode 110: Don’t Give Up

      Episode 111: Faith in your dreams

      Episode 112: Treat People Well

      Episode 113: Go Your Own Way

      Episode 114: Climbing Mountains

      Episode 115: Reach Out with Encouragement

      Episode 116: A Commitment to Service

      Episode 117: IRIA with Family Ties

      Episode 118: Planning for Succession

      Episode 119: Transitioning to Succession

      Episode 120: Finding Your Market

      Episode 121: Serving Clients from the Midwest and Southwest

      Episode 122: Forming Strong Client Relationships

      Episode 123: Discovering a Niche

      Episode 124: The Value of Perseverance

      Episode 125: Building an Innovative Strategy

      Episode 126: Making a Positive Difference

      Episode 127: From Music to Financial Services — An Unexpected Journey

      Episode 128: Embark, Explore, Discover

      Episode 129: Finding Your Purpose

      Episode 130: Coaching Clients the Right Way

      Episode 131: Finding Your Voice

      Episode 132: Family and Finance — The Scarsella Approach

      Episode 133: Finding Strong Mentors

      Episode 134: Let Your Values Guide You

      Episode 135: Charting a Path to Financial Services

      Episode 136: Shooting for the Stars

      Episode 137: Serving Technology Leaders

      Episode 138: Going Above the Call of Duty

      Episode 139: Finding Independence

      Episode 140: Collaborating for Success

      Episode 141: Coming Full Circle

      Episode 142: Creating Your Path

      Episode 143: Service Above Success

      Episode 144: Mentoring and a Coaching Mindset

      Episode 145: Adapting to Challenges

      Episode 146: The Magic of a Multigenerational

      Episode 147: Creating a ‘Mini Cambridge’

      Episode 148: Integrating Work and Life

      Episode 149: Coaching On and Off the Court

      Episode 150: The Value of a Dollar

      Episode 151: Walking in Their Shoes

      Episode 152: Building My Business My Way

      Episode 153: A Matter of Time

      Episode 154: The Best of Both Worlds

      Episode 155: The Journey to Digitization

      Episode 156: Returning to the Fundamentals

      Episode 157: A 3D View of Social Investing

      Episode 158: You Deserve To Be Here

      Episode 159: Keeping Your Harvest in Mind

      Episode 160: Finding The Perfect Fit

      Episode 161: Charting a Course for Young Professionals

      Episode 162: Taking 'The Next Step'

      Episode 163: A Noble Profession

    • About Cambridge
      Cambridge News Overview Cambridge Leadership The Cambridge Foundation Cambridge News Cambridge Careers Awards and Recognition Frequently Asked Questions Contact Cambridge

      Cambridge News

      We are actively engaged across the advice industry as well as in the communities where our associates work and live. Please direct inquiries to Cambridge’s Public Relations team.

      Cambridge News

      Overview

      Cambridge is an independent broker-dealer/RIA serving the needs of independent financial advisors for more than 40 years.

      Why Cambridge

      Cambridge Leadership

      We are honored to be among the most respected firms in the industry. We are innovators, problem solvers, and game changers. We are independent. We are Cambridge.

      Independence & Leadership

      Amy Webber

      Eric Schwartz

      Colleen Bell

      Dan Sullivan

      Jeff Vivacqua

      Nick Graham

      Rick Boyles

      Seth Miller

      Tammy Robbins

      The Cambridge Foundation

      At Cambridge, we believe culture counts, values matter most, and by working together, we will make a positive difference in our communities. The Cambridge Foundation’s mission is to be a valued member of our extended community, adding to its quality of life economically and culturally. 

      The Cambridge Foundation

      Cambridge News

      We are actively engaged across the advice industry as well as in the communities where our associates work and live. Please direct inquiries to Cambridge’s Public Relations team.

      Cambridge News

      Cambridge Investment Research, Inc. Selects AdvicePay to Propel Fee for Service Financial Planning Strategy

      Cambridge Independent Financial Professionals Qualify for 2020 WIFS Circle of Excellence

      Thom Freismuth of HUB International Named to 2020 Financial Times Top 401 Retirement Plan Advisers List

      Cambridge Welcomes FCG Advisors

      Cambridge Welcomes Tammy Robbins as Executive Vice President and Chief Business Development Officer

      Cambridge Honors Denny Gustin-Piazza, Jimmy Williams, and Shane Westhoelter with the 2020 Spirit of Cambridge Award

      Cambridge Welcomes Daniel Wright as First Vice President and Chief Compliance Officer

      Cambridge Named 2020 Top Workplace for 10th Consecutive Year

      Cambridge and INVENT.us Reimagining and Redesigning Digital Business Environment for Independent Financial Professionals

      Cambridge Promotes Lizzie Warner to Vice President of Business Development

      Cambridge Honored as 13-time Broker-Dealer of the Year 2020

      Kevin Whiteford of Whiteford Wealth Management, Inc. Named to FSI Advocacy Circle of Excellence

      Nick Graham Named to Inaugural FSI Advocacy Circle of Excellence

      Nick Graham Named Chief Technology Officer of the Year Finalist at the WealthManagement.com 2020 Industry Awards

      Cambridge Announces Winners of Seventh Annual Jim Guy Memorial Scholarship

      Amy Webber Recognized in IA 25 for 2020 as Most Influential in the Industry for the Sixth Year

      Cambridge Prepares to Welcome 27 Interns for its New Remote Summer Internships in 2020

      Cambridge Announces Nick Graham as New Member of its Board of Directors

      Kelly Carlson of Advizrs, Inc. Named to 2020 NAPA Top Women Advisors List

      Colleen Bell Recognized as 2020 InvestmentNews Women to Watch Honoree

      Aprilyn Chavez Geissler Recognized as 2020 InvestmentNews Women to Watch Honoree

      Cambridge Announces Eighth Annual Jim Guy Memorial Scholarship Program

      Cambridge Announces Expansion with New Office Space in Phoenix

      Cambridge Expands Commitment to Diversity, Equality, and Inclusion Focus with the Addition of New Advisory Council

      Cambridge Awarded Inaugural 2021 Top Workplace USA Recognition

      Cambridge Receives 2020 Iowa Recognition for Performance Excellence Award

      Cambridge Promotes Larry Casey to Vice President of Technology

      Cambridge Promotes Chad George to Vice President of Business Consulting

      Cambridge Announces Recipients of Eighth Annual Jim Guy Memorial Scholarship

      Nick Graham Selected as 2021 WealthManagement.com Industry Awards Chief Technology Officer of the Year Finalist

      Cambridge Investment Research, Inc. Partners with Atlas Point to Offer Financial Virtues

      Cambridge Promotes Valarie Vest to First Vice President

      Cambridge Wraps Up 10th Annual The Next Step Internship Program

      Cambridge Receives Honors as Part of ThinkAdvisor LUMINARIES Class of 2021

      Webber Recognized in ThinkAdvisor LUMINARIES Class of 2021

      Cambridge Executive Chairman Recognized in ThinkAdvisor LUMINARIES Class of 2021

      Nick Graham Named Chief Technology Officer of the Year by WealthManagement.com

      Cambridge Named 2021 Top Workplace for 11th Consecutive Year

      Cambridge Engages Skience to Provide New Digital Client Onboarding Module

      Cambridge Honors Dawn Baker, John Fenwick, and Kim Gaxiola with 2021 Spirit of Cambridge Award

      Cambridge Promotes Kristy Quinn to Vice President of Operations

      Donna Kendrick Secures Invest in Others Grant

      Chad Cooper Receives 2021 NAIFA Diversity Champion Award

      Cambridge Announces Ninth Annual Jim Guy Memorial Scholarship Program

      Von D. Cook II Elected Member of FSI Board of Directors

      Cambridge President and CEO Amy Webber Elected Member of FSI Board of Directors

      Cambridge Recognized by Nashville Based Non-profit

      Cambridge Awarded 2022 Top Workplace USA Recognition

      Cambridge Promotes Sarah Berner to Vice President of Operations

      Cambridge Promotes Lindsay Haskins to Vice President of Public Relations & Creative Marketing

      Cambridge Press Release July

      Cambridge Partners with Retirement Plan Advisors to Launch Public Sector Retirement Plan Offering

      Cambridge Joins Community Leaders in Groundbreaking of Local Childcare Center

      Cambridge Executive Vice President & Chief Marketing Officer Jeff Vivacqua Elected Vice-Chair of Board of Directors for International Non-Profit

      Peggy Haslach of The Finity Group Named an InvestmentNews ‘Rising Star’

      Cambridge Expands M&A Plan/Growth Strategies, Names Steve Chipman SVP, Strategic Initiatives

      Cambridge Announces Recipients of Ninth Annual Jim Guy Memorial Scholarship

      Cambridge Welcomes Nicole Johnson as Vice President of Business Development

      Cambridge Partners with Spire Outsourcing for Outsourced Financial Planning Solution

      Bynum, Janota Named to InvestmentNews 40 Under 40 List

      Cambridge’s Andrea Shafer Named to InvestmentNews 40 Under 40 List

      Cambridge Named a 2022 WealthManagement.com Industry Awards Finalist in Four Categories

      Cambridge Named a 2022 ThinkAdvisor LUMINARIES Finalist in Two Categories

      Cambridge Welcomes Students for 11th Year of The Next Step® Internship Program

      Wessels, Nearman Receive Honorable Mention in Invest in Others Awards

      Cambridge Named a Financial Services Industry Top Workplace

      Cambridge Welcomes Steve Youhn as Firm’s Newest First Vice President

      Cambridge Careers

      We are Cambridge. Learn more about our unique culture, and our belief that happy associates deliver high quality service.

      Explore Opportunities at Cambridge

      Who We Are

      Wellness, Benefits, and Professional Development

      The Next Step Internship Program

      The Next Step Internship Program Events Digital Marketing Internship

      Frequently Asked Questions

      Awards and Recognition

      Cambridge, our leadership team, and our financial advisors have been recognized as outstanding in the financial advice industry.

      Frequently Asked Questions

      Let us help you position your business for the future with flexible managed account solutions designed to meet the needs of your business model.

      FAQs

      Contact Cambridge

      Contact Cambridge Investment Research

      Contact Cambridge Investment Research

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Cambridge Careers

You belong here

We are Cambridge. Learn more about our unique culture, and our belief that happy associates deliver high quality service.

Cambridge is interested in candidates who share our core values and purpose to make a difference in the lives of financial professionals, their clients, and our associates.

Explore Opportunities at Cambridge
  • Who We Are

    Cambridge is an internally controlled financial solutions firm focused on serving our independent financial financial professionals and their investing clients.

  • Wellness, Benefits, and Professional Development

    Cambridge strives to provide a comprehensive benefits package and unique work environment that values work-life balance.

  • The Next Step Internship Program

    The Next Step® paid internship program is a unique opportunity to gain first-hand knowledge and experience working in the financial services industry

  • Frequently Asked Questions

    Convenient questions and responses to help you learn more about what it is like to be part of the Cambridge team and serve financial professionals as they serve their investing clients.

  • Overview
    • Cambridge News
    • Overview
    • Cambridge Leadership
    • The Cambridge Foundation
    • Cambridge News
    • Cambridge Careers
    • Awards and Recognition
    • Frequently Asked Questions
    • Contact Cambridge
Cambridge Investment Research, Inc.

1776 Pleasant Plain Road, Fairfield, IA 52556-8757
Business Development: 877.688.2369
Reception: 800.777.6080

  • What's Your Journey?
    • Independent Advisor
    • Independent RIA
    • Broker-Dealer
    • OSJ
    • Financial Institutions
  • Solutions
    • Innovative Technology
    • Investment Products
    • Practice Management
    • Marketing Services
    • Succession and Acquisition
    • Outsourcing
    • Simplified Transitions
    • Compliance
    • Peer Networking
  • Overview
    • Cambridge News
    • Overview
    • Cambridge Leadership
    • The Cambridge Foundation
    • Cambridge News
    • Cambridge Careers
    • Awards and Recognition
    • Frequently Asked Questions
    • Contact Cambridge
  • Insights & Events
    • Cambridge Insights
    • Cambridge Events
    • Cambridge Stronger Podcast
  • Investors
    • Cambridge Disclosures
    • Asset Management
    • Investor FAQs
    • Investor Resources & Tools

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