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2017 Broker Dealer of the Year

Awards and Recognition

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

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

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

Cambridge ranked 6th as a Top Workplace in Iowa among large companies in 2017, The Des Moines Register

Cambridge 5th largest broker-dealer based on gross revenues in 2018, Investment Advisor

Cambridge 7th largest broker-dealer based on gross revenues in 2018, Financial Advisor

Cambridge 8th largest broker-dealer based on gross revenues in 2018, InvestmentNews

Cambridge 4th in Highest Percentage of Women Advisors, 2018, Financial Planning

Cambridge 5th in Corporate Staff, 2018 FP50, Financial Planning

Cambridge 6th in Fee-Based Mix, 2018 FP50, Financial Planning

Cambridge 6th in Fee-Based Revenue, 2018 FP50, Financial Planning

Cambridge 7th in Total Revenue, 2018 FP50, Financial Planning

Cambridge 10th in Commission Product Revenue, 2018 FP50, Financial Planning

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

Cambridge 4th in Total Number of CFPs, 2018, InvestmentNews

Cambridge 5th in Number of Female Producing Reps, 2018, InvestmentNews

Cambridge 8th in Most Annuity Revenue, 2018, InvestmentNews

Cambridge 9th in Most Variable Annuities Sold, 2018, Investment News

Cambridge 1st in 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 Chair for the 2009 Financial Services Institute (FSI) Board

Eric Schwartz founding member of FSI, 2004

Amy Webber ‘IA 25’ 2018, 2017, 2014, 2012, Investment Advisor

Amy Webber Chair for the 2016 FSI Board

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

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

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

Seth Miller ‘40 Under 40’ in 2018, InvestmentNews