Cambridge Advisors Inc.

Cambridge Advisors Inc. (CRD# 104851) is a financial advisory firm headquartered in Omaha, NE. They manage $530,481,642 in 842 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
17330 Wright Street, Suite 205, Omaha, NE 68130
https://www.linkedin.com/company/cambridge-advisors-inc./about/
By the Numbers
  • Total Assets Under Management
    530
    MILLION
  • Total Number of Accounts
    842
    ACCOUNTS
  • Average Account Value
    $630,026
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, MO, NE, TX

Financial Advisors at Cambridge Advisors Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Justin Anderson, financial advisor Omaha NE
Justin S. Anderson
CRD#: 4575428
17330 Wright Street, Suite 205, Omaha, NE 68130

Justin Anderson (CRD# 4575428) is an Investment Advisor Representative working at Cambridge Advisors Inc. in Omaha, NE and has over 20 years of experience in the finance industry.

2
Michael Bridgman, financial advisor Omaha NE
Michael L. Bridgman
CRD#: 1953229
17330 Wright Street, Suite 205, Omaha, NE 68130

Michael Bridgman (CRD# 1953229) is an Investment Advisor Representative working at Cambridge Advisors Inc. in Omaha, NE and has over 33 years of experience in the finance industry.

3
Lori Liffring, financial advisor Omaha NE
Lori L. Liffring
CRD#: 2429162
17330 Wright Street, Suite 205, Omaha, NE 68130

Lori Liffring (CRD# 2429162) is an Investment Advisor Representative working at Cambridge Advisors Inc. in Omaha, NE and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals