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2017 Broker Dealer of the Year

Media Awards and Recognition

8th largest broker-dealer based on gross revenues in 2017, Financial Advisor 

9 out of 10 Annual Advisor Satisfaction Survey in 2017 (9 out of 10 average over 19 years)

Cambridge named ‘Broker-Dealer of the Year’ for 10th time: 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, and 2003, Investment Advisor

Cambridge ‘Top Workplace in Iowa’ 2017, 2016, 2015, 2014, 2013, 2012, 2011, The Des Moines Register

Cambridge ranked 6th in 2017 among large companies in Iowa, The Des Moines Register

8th largest broker-dealer based on gross revenues 2017, Financial Advisor

8th largest in U.S. for Independent Broker-Dealer Revenue 2017, InvestmentNews

4th largest broker-dealer 2017 based on gross revenues, Investment Advisor

Cambridge 7th in Total Licensed Females, 2014 FP50, Financial Planning

Cambridge 1st ‘Top firms with most women,’ 2014 Wealth Management

Eric Schwartz ‘35 for 35’ most influential in the industry over 35 years in 2015, Investment Advisor 

Eric Schwartz ‘30 for 30’ most influential in the industry over 35 years in 2010, Investment Advisor

Eric Schwartz founding member FSI 2004, Chair 2009  Financial Services Institute Board (FSI)

Amy Webber named ‘Women to Watch’ in 2015, InvestmentNews

Amy Webber Chair for the 2016 Financial Services Institute Board (FSI)

Amy Webber ‘IA 25’ 2017, 2014, 2012, Investment Advisor

Amy Webber ‘Top 50 Women in Wealth Management’ 2011, 2010, 2009, Wealth Manager 

Colleen Bell ‘IA25’ Up and Coming Influencers in 2016, Investment Advisor