Cambridge Advisors Inc.

Cambridge Advisors Inc. (CRD# 104851) is a financial advisory firm headquartered in Omaha, NE. They manage $557,918,561 in 806 accounts and serve the financial needs of clients across 6 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
    558
    MILLION
  • Total Number of Accounts
    806
    ACCOUNTS
  • Average Account Value
    $692,207
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
The map below shows states where this firm has explicit registration only.

CO, IA, MN, MO, NE, TX

Financial Advisors at Cambridge Advisors Inc.
Showing 1 - 4 of 4 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 21 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 34 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 30 years of experience in the finance industry.

4
Jonathan Spangler, financial advisor Omaha NE
Jonathan M. Spangler
CRD#: 5485718
17330 Wright Street, Suite 205, Omaha, NE 68130

Jonathan Spangler (CRD# 5485718) is an Investment Advisor Representative working at Cambridge Advisors Inc. in Omaha, NE and has over 15 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.

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