CLOs on the Move

Cambridge Investment Research

www.cir2.com

 
Cambridge Investment Group, Inc. is a privately-controlled financial solutions firm focused on serving independent financial advisors and their investing clients. Cambridge is also a national corporation with a registered investment adviser as well as an industry leading independent broker-dealer. Cambridge offers a broad range of choices regarding advisor-focused financial solutions: advisor solutions for both asset management and financial planning with portfolio overlay management, platform choices comprised of a corporate RIA or independent RIA for dual registration or fee-only business models, multiple options for both qualified and non-qualified – direct or brokerage, fee or commissionable IRAs, multiple clearing and custodial platforms, ...
  • Number of Employees: 250-1000
  • Annual Revenue: $100-250 Million
  • www.cir2.com
  • 1776 Pleasant Plain Road
    Fairfield, IA USA 52556
  • Phone: 800.777.6080

Executives

Name Title Contact Details
Rick Kuhlman
Associate General Counsel and First Vice President Profile
Seth Miller
Senior Vice President, Risk Management, General Counsel and Chief Risk Officer Profile
Doug Baxley
First Vice President, Chief Compliance Officer Cambridge Investment Research Advisors Profile
Brian Elliason
Corporate Counsel - Senior Director of Legal Profile

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