Awards and Recognition

We are engaged in service, and the greatest compliment is to be valued by those you serve. We believe every journey is important. We are independent. We are Cambridge.

Honored by advisors as ‘Broker-Dealer of the Year’ an unprecedented 12 times by Investment Advisor*

Recognized by associates as a ‘Top Workplace in Iowa’ by the Des Moines Register nine straight years, 2011 - 2019

Named third in overall satisfaction among independent advisors by J.D. Power and Associates, 2018

Awarded ‘Best Early Adoption Partner’ by Albridge, 2018 

Earned the ‘Data Excellence Award’ by Albridge, 2016 – 2018

*Investment Advisor magazine, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003 Division III

Eric Schwartz

  • Named ‘35 for 35’ most influential in the industry over 35 years in 2015, Investment Advisor magazine
  • Named ‘30 for 30’ most influential in the industry over 30 years in 2010, Investment Advisor magazine
  • Served as a founding member of the Financial Services Institute (FSI) in 2004
  • Served as Chair for the FSI Board of Directors in 2009

 

 

Amy Webber

  • Named ‘IA 25’ most influential in the industry in 2018, 2017, 2014, 2012, Investment Advisor magazine
  • Elected to serve on FINRA Board of Governors in 2017
  • Served as Chair for the FSI Board of Directors in 2016
  • Served on the task force for the FSI Forum: Post DOL in 2016
  • Named ‘Women to Watch’ in 2015, InvestmentNews magazine 
  • Named ‘Top 50 Women in Wealth Management’ in 2011, 2010, 2009, Wealth Manager

Colleen Bell

  • Named ‘IA25’ Up and Coming Influencers in the industry in 2016, Investment Advisor magazine

 

 

Seth Miller

  • Named ‘40 Under 40’ in the industry in 2018, InvestmentNews magazine

 

Cambridge Honored by Department of Defense for Extraordinary Support of Employees Who Serve in the Iowa National Guard and Reserve.

Cambridge is a designated Home Base Iowa Business through our commitment to hiring veterans and attracting and retaining veterans and their families. Home Base Iowa is Iowa’s premier veteran program focused on connecting Iowa businesses and communities to skilled veterans and transitioning service members.

Advisor Industry Awards and Recognition

2018

Desmond Henry of Afora Financial Life Planning, 2018 40 Under 40 honoree, InvestmentNews magazine 

Jasper Mallard of Hub International, 2018 Top Retirement Plan Advisors Under 40, National Association of Plan Advisors

Divam Mehta of Mehta Financial Group, LLC, 2018 Rising Star, InvestmentNews Excellence in Diversity and Inclusion Awards

Big Sky Advisors, LLC, 2018 Secretary of Defense Employer Support Freedom Award recipient, Employer Support of the Guard and Reserve (ESGR)

Main Street Financial Services, 2018 Corporate Philanthropy Award finalist, Invest in Others Charitable Foundation

Art Hazen of Medallion Wealth Management, 2018 Volunteer of the Year Award honorable mention, Invest in Others Charitable Foundation

Darrell Phillips of DPI Benefits, 2018 Top 401 Retirement Plan Advisor, Financial Times magazine

Thom Freismuth of Hub International Investment Services, 2018 Top 401 Retirement Plan Advisor, Financial Times magazine

2017

Mark Anselmo of Anselmo Investment Management, 2017 Lifetime Achievement Award recipient, Invest in Others Charitable Foundation

Michael Thaler of Equity Concepts, 2017 Global Impact Award recipient, Invest in Others Charitable Foundation

Lisa Sappenfeld Boyer of Boyer and Sappenfeld Investment Advisors, 2017 Diamond honoree, Women in Insurance and Financial Services (WIFS) Circle of Excellence Awards

Kelly Hof, Hof Financial Services, LLC, 2017 Ruby honoree, Women in Insurance and Financial Services (WIFS) Circle of Excellence Award

Anne Clayton, Anne Clayton Financial Strategies, 2017 Pearl honoree, Women in Insurance and Financial Services (WIFS) Circle of Excellence Awards

Kelly Carlson of Advizrs, 2017 Top Women Advisors, National Association of Plan Advisor

Connor Morganti of Johnson Morganti, Inc., 2017 Top Women Advisors, National Association of Plan Advisors

Susan Stiles of Stiles Financial Services, Inc., 2017 Top 401 Retirement Plan Advisor, Financial Times magazine

James Lukezic of Standard Fiduciary Consulting, LLC, 2017 Top 401 Retirement Plan Advisor, Financial Times magazine

Lee Pierce of Pierce Financial, 2017 Top 401 Retirement Plan Advisor, Financial Times magazine

Debra Rosenberg of Stiles Financial Services, Inc., 2017 Top 401 Retirement Plan Advisor, Financial Times magazine