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RETIREMENT PLAN SUPPORT & ADVISOR SERVICES Broker-Dealers – Wealth and Retirement Integration
CAMBRIDGE INVESTMENT RESEARCH, INC.
Cambridge Retirement Plan Advisors (RPA) is a joint venture growth offering born from a partnership between Cambridge and Chicago-based Retirement Plan Advisors that supports Cambridge’s over 3,800 financial professionals in the process of identifying, winning, and servicing public sector retirement plans. Introduced in February 2022, Cambridge RPA provides financial professionals and their firms with direct sales support, ongoing plan consulting Cambridge Retirement Plan Advisors Program
services, 3(21) and 3(38) investment due diligence services, coaching and training, webinars, case studies, marketing, and more. The offering allows Cambridge financial professionals to bring RPA’s public sector retirement expertise to smaller municipalities – cities, counties, villages, townships, fire districts, park districts – that may not receive the attention and fiduciary support available to private sector employers.
Cambridge Investment Research, Inc. is an internally controlled and operated financial solutions firm focused on serving independent financial professionals and their clients. Founded in 1981, Cambridge serves over 3,800 financial professionals and provides a broad range of solutions in the areas of advice, technology, business growth, consulting, outsourcing, and more. Cambridge employs over 900 associates and has been named a Top Workplace in Iowa 12 times, and a Top Workplace USA three times. Cambridge is located in Fairfield, Iowa and Phoenix, Arizona.
www.joincambridge.com
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*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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