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Cambridge Investment Research, Inc.

Barry Schmidt
Senior Vice President, Financial
Institutions
(310) 606-9836


Headquartered in Fairfield Iowa, Cambridge Investment Group, Inc. is a privately controlled financial solutions firm, focused on serving Financial Professionals and the banks in which they operate. Our national reach includes Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, which is among the largest privately controlled independent broker-dealers in the country. Cambridge offers a broad range of choices related to advisor-focused financial solutions. This includes Advice Solutions, Fee-only Solutions, Technology Solutions, and Platform Flexibility for both independent and employee programs. Our experienced Coaching, Education and Consulting teams will help propel wealth management to greater contributions and levels of profitability for your bank, and will increase client satisfaction and client retention. Cambridge offers a fully customizable experience to help you maximize the potential of your staff while increasing non-interest income. Whether you are launching a new wealth management department, or exploring an enhancement to your existing program, we want to earn your business. At Cambridge Financial Institutions, we believe you should be controlling the journey. Call us when you are ready to begin driving your own success! Cambridge Financial Institutions at: 641-472-1141 or FI@CIR2.com. Cambridge Investment Research, Inc. is a member FINRA/SIPC.