Our Trusted Partners

CambridgeCambridge Investment Research

Cambridge Investment Research, Inc. (Cambridge), member FINRA/SIPC, is an independent, privately owned broker-dealer with over 2,400 independent registered representatives and $53.4 billion assets under management. Cambridge was recognized as one of the Best of Iowa Businesses1 and has been named among the Top Workplaces in Iowa2. Cambridge also provides innovative fee programs and a full menu of commission offerings to advisors across the nation. Recognized in the industry as The Fee Experts®3, Cambridge has been ranked a fee leader among independent broker-dealers for 13 consecutive years4.

Cambridge is financially sound, has been consistently profitable for more than 15 years and continues to maintain a strong commitment to providing resources and support that help our rep-advisors serve the needs of their clients. According to Financial Planning magazine’s 2012 FP 50 Survey, Cambridge ranked 9th in terms of revenue. We have net excess capital and our debt consists mostly of mortgages on our 80,000 square foot corporate headquarters. We are privately owned, and have spent the last couple of decades consciously building a structure to ensure continued success without selling. In terms of due diligence, we have long mastered offering a broad product footprint with thorough due diligence based on our view that quality and choice are equally important.

 

rsgRetirement Strategies Group

Retirement Strategies Group, LLC is an independent, third party administration (TPA) firm, headquartered in New Orleans, LA. This group is compiled with 401(k) experts, delivering comprehensive plan design analysis and ongoing administration for corporate sponsored 401(k) and Profit Sharing plans. Retirement Strategies Group was founded in 1999 by Robert “Bob” Giodry and Alan “Joey” Bender. After a total of 30+ years in the retirement industry, Bob and Joey partnered to start RSG with a strong focus on customer service and low cost retirement plan solutions. Today, RSG stands as one of the region’s leading specialists in the 401(k) arena, offering expertise to numerous brokers and plan sponsors.

 

hyland block_0000_hyland block_0000_hyland block_0000_hyland block_0000_hyland blockHyland Block & Hyland

Hyland Insurance is an independent insurance Agency founded in 1983 by brothers Tim and Pat Hyland. Since that time the agency has expanded its comprehensive insurance services to become one of the leading agencies in the Louisville Metro Area. Offering a broad range of insurance products for both personal and business needs, Hyland Insurance now represents over 7,000 individual and business clients. Our mission is to stay on the “leading edge” of today’s insurance industry so we can best serve the new generation of insurance buyers in the years ahead. Hyland is dedicated to providing a complete “risk management” approach to all business related insurance exposures.

 

1 IA Biz magazine, “Best of Iowa Businesses,” 2010
2 Des Moines Register, “Top Workplaces in Iowa,” 2011, 2012
3 THE FEE EXPERTS® is a registered trade mark of Cambridge Investment Research, Inc. for its investment advisory service for investment managers.
4 Financial Planning magazine, June “FP50”, Top 50 Independent Broker-Dealer Issue, 2001-2013