The Cambridge team approach gives us the opportunity to easily partner up with other independent Cambridge branches all throughout the United States to make sure that you have an advisory team available to serve your needs on a personal level.
We share the core values of our broker-dealer, Cambridge Investment Research, Inc.
• Integrity – honesty, fairness, and ethics are the foundation of our culture
• Commitment – making a difference to your community through quality, excellence, and service
• Flexibility – offering solutions based on being open-minded, resourceful, and committed to you our client
• Kindness – in all things, consideration and compassion for your community and organizations, guide our decisions.
As one of the largest and most respected independent broker-dealers, Cambridge helps keep us apprised of pertinent legislative and regulatory updates daily or as necessary. Cambridge also provides general compliance guidance to rep-advisors for their day-to-day activities, as well as guidance to OSJ supervisors in their oversight of Cambridge business. Monte Ferguson serves the role of our OSJ supervisor and has 22 years of industry experience.
Abakon Financial, headquartered in Kalamazoo Michigan, is a financial services organization that is committed to providing its clients with expert market knowledge and superior customer service with a commitment to excellence. As independent advisors our first loyalty is to you, our client. Our financial planners provide investing plans and consulting for federal, state, local governments and municipalities. Our team has the ability and the capabilities to provide services for any government entity or municipality in the nation. Abakon Financial is a small business HUBZone certified government provider.
We can help you set up 401ks, 403a & b's, 457s among many other retirement programs. We can also set up and manage bond portfolios, bond offerings, life insurance, annuities, 401k rollovers, IRAs, Roth IRAs, and more.
Cambridge Investment Research, Inc. (Cambridge) is an independent, privately-controlled broker-dealer with over $80 billion assets under management1, more than 700 home office associates, and over 3,000 independent registered representatives serving hundreds of thousands of investing clients across the United States.
As an industry leader, we strive to create a workplace that reflects our four core values of integrity, commitment, flexibility, and kindness while fostering an atmosphere that allows our associates to thrive and enjoy our mutual success. Cambridge has been honored as ‘Broker Dealer of the Year’ for 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, and 2003 by Investment Advisor magazine2; and was ranked 10th in the ‘2016 FP50 IBD Revenue Growth’ by Financial Planning magazine3. Cambridge is also among the top 25 large companies honored as a ‘Top Workplace in Iowa’ for 2016, and is one of only 13 companies consecutively ranked among the Top Workplaces since the ranking began in 2011 by the Des Moines Register4.
1.Investment Advisor magazine, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III. Cambridge received the highest marks from its rep-advisors in the Investment Advisor Broker-Dealer of the Year 2016 Division IV category. A broker-dealer becomes eligible for this honor only after a minimum of 10 percent of its producing rep-advisors cast valid ballots. These ballots also rate the broker-dealer in 15 different categories defined by Investment Advisor as relevant challenges and concerns by rep-advisors. The broker-dealers receiving the highest marks in each of four divisions are declared Broker-Dealer of the Year by Investment Advisor magazine. Proprietary study results are based on experiences and perceptions of participating rep-advisors surveyed in June of the eight years listed. Your experience may vary. Visit thinkadvisor.com.
2. Financial Planning magazine, June "FP50", Top 50 Independent Broker-Dealer Issue, 2012-2017
3. AUM reflects commission, fee-based, and independent RIA assets
4. Des Moines Register, "Top Workplaces in Iowa," 2011-2016