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


November 20, 2020

 

FAIRFIELD, IA – November 20, 2020 – Cambridge congratulates independent financial professional Kelly Carlson for being recognized to the National Association of Plan Advisors (NAPA) Top Women Advisors list. This year 115 women made the list from more than 550 nominations submitted by NAPA Firm Partners.

According to NAPA, the Top Women Advisors list was established in 2015 to acknowledge the contributions women make to the retirement industry. To receive the recognition, nominees must complete a questionnaire about their practice and experience. The questionnaires are then reviewed on an anonymized basis by a panel of judges, who select the women and honor them in one of the following categories:

  • Captains: All-stars who happen to be principals, owners, or team captains of their organizations.
  • All-Stars: Top producers who have their own practice.
  • Rising Stars: Top producers who have less than five years of experience with retirement plans as a financial advisor.

Kelly Carlson, managing director of Advizrs, Inc., located in St. Petersburg, Florida, was honored in the Captain category. This is the fifth year she has been selected to the Top Women Advisors list, having previously been recognized in 2019, 2017, 2016, and 2015. For more information or to view the complete list of nominees, click here.

 

About NAPA

The National Association of Plan Advisors, an affiliate organization of the American Retirement Association, was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors. NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. For more information about NAPA, visit napa-net.org

 

About Cambridge

Cambridge is a financial solutions firm focused on serving independent financial professionals and their investing clients while preserving its private control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest privately controlled independent broker-dealers in the country.  Cambridge continues to be a multi-year honoree as a top workplace1 and broker-dealer2 of the year.

 

1The Top Workplace in Iowa, 2020 – 2011, recognition is determined by associate feedback through an anonymous survey conducted by Energage, an independent research company.

2Investment Advisor magazine, 2020, 2019, 2018, 2017, 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. Advizrs, Inc. and Cambridge are not affiliated.