FAIRFIELD, IA – August 29, 2022 — Cambridge congratulates Dan Karlsberg, President and Founder of Freedom Trail Wealth for being selected to the Financial Services Institute (FSI) Circle of Excellence. Karlsberg joins a long tradition of Cambridge associates and financial professionals who have previously been honored by the organization’s advocacy awards program, which seeks to recognize individuals who have demonstrated outstanding commitment to advancing a more business-friendly regulatory environment.
FSI was founded in 2004 and has a clear mission to ensure that all individuals have access to competent and affordable financial advice, products and services delivered by a growing network of independent financial advisors and independent financial services firms. Karlsberg, who joined Cambridge in 2019, has been working in the financial industry since 2012.
Membership to the Circle of Excellence is determined following a thorough review process that examines a member’s engagement and contributions to advancing FSI’s mission as well as their commitment to the advancement of the financial services industry as a whole. FSI members earn engagement points for meeting with legislators and regulators, hosting congressional events, and responding to calls to action, among other activities designed to increase and enhance the organization’s advocacy efforts.
To see the full list of honorees, view the full FSI announcement here.
Cambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal 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 internally controlled independent broker-dealers in the country.
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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.
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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.