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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 financial professionals as ‘Broker-Dealer of the Year’ an unprecedented 13 times by Investment Advisor*

Recognized by associates as a ‘Top Workplace in Iowa’ by the Des Moines Register eleven straight years, 2011 - 2021

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, 2020, 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 2020, 2019, 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.