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Cambridge Promotes Ledger to Senior Director, PRCM and Nelson to Director,
Financial Reporting

FAIRFIELD, IA – November 1, 2018 – Cambridge is pleased to announce two internal promotions. Sarah Ledger has been promoted to senior director of the Public Relations and Creative Marketing Team and Megan Nelson has been promoted to director of the Financial Reporting Team.

Ledger supports a team of account executives responsible for developing marketing collateral for Cambridge and its independent financial advisors, oversees the firm’s corporate communication strategies, and serves as a member on several committees, including the Service Leadership Committee. Ledger joined Cambridge in 2014 and has more than 25 years of experience in marketing and communication; specializing in creative development, media planning, and integrated marketing campaigns. She previously directed the marketing communications for Cambridge’s succession and acquisition solutions and prior to joining Cambridge led the marketing efforts at Hawthorne Direct, a brand response agency. Ledger earned a Bachelor of Arts degree in communication from Simpson College.

Nelson joined Cambridge in 2013 and has more than 10 years of accounting experience. In her new role, she supports a team of professionals who process payments and monthly bank reconciliations, compile monthly financial statements, and facilitate the annual budget process. Prior to joining Cambridge, she served as a senior staff accountant at TD&T Financial Group. Nelson earned a Bachelor of Arts degree in accounting and business management from Central College and a Master of Business Administration from the University of Phoenix. Nelson is a Certified Public Accountant (CPA), certified Six Sigma Green Belt, graduated from Cambridge’s Continuous Improvement Embedded Leaders program, and earned the Registered Corporate Coach™ (RCC™) designation.

About Cambridge
Cambridge Investment Group, Inc. is a privately-controlled financial solutions firm focused on serving independent financial advisors and their investing clients. Cambridge offers a broad range of choices regarding advisor-focused financial solutions: advice solutions, technology solutions, platform choice and business structure solutions, consulting solutions, and outsourcing solutions. 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.

For more information contact:

Cindy Schaus (cindy.schaus@cir2.com) – First Vice President, Public Relations and Creative Marketing,
641-470-1225

Nick Mitchell (nick.mitchell@cir2.com) – Account Executive, Public Relations and Creative Marketing,
800-777-6080 x1677

Morgan Von Ahsen (morgan.vonahsen@cir2.com) – Senior Director, Public Relations and Creative Marketing,
641-470-1166

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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