Cambridge Advisors Inc.

Cambridge Advisors Inc. (CRD# 104851) is a financial advisory firm headquartered in Omaha, NE. They manage $308,512,256 in 735 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    309
    MILLION
  • Total Number of Accounts
    735
    ACCOUNTS
  • Average Account Value
    $419,745
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, IA, NE, TX

Financial Advisors at Cambridge Advisors Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Michael L. Bridgman
CRD#: 1953229
17330 Wright Street, Suite 205, Omaha, NE 68130
96
Wealthminder
score

Michael Bridgman (CRD# 1953229) is an Investment Advisor Representative working at Cambridge Advisors Inc. in Omaha, NE and has over 28 years of experience in the finance industry.

2
Lori L. Liffring
CRD#: 2429162
17330 Wright Street, Suite 205, Omaha, NE 68130
96
Wealthminder
score

Lori Liffring (CRD# 2429162) is an Investment Advisor Representative working at Cambridge Advisors Inc. in Omaha, NE and has over 24 years of experience in the finance industry.

3
Justin S. Anderson
CRD#: 4575428
17330 Wright Street, Suite 205, Omaha, NE 68130
93
Wealthminder
score

Justin Anderson (CRD# 4575428) is an Investment Advisor Representative working at Cambridge Advisors Inc. in Omaha, NE and has over 15 years of experience in the finance industry.

4
Karen K. Benefiel
CRD#: 2865736
Cambridge Advisors Inc., 17330 Wright St, #205, Omaha, NE 68130
93
Wealthminder
score

Karen Benefiel (CRD# 2865736) is an Investment Advisor Representative working at Cambridge Advisors Inc. in Omaha, NE and has over 20 years of experience in the finance industry.

5
Gaylan C. Abood
CRD#: 711477
17330 Wright St, Suite 205, Omaha, NE 68130
90
Wealthminder
score

Gaylan Abood (CRD# 711477) is an Investment Advisor Representative working at Cambridge Advisors Inc. in Omaha, NE and has 1 year of experience in the finance industry.

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