Featured Business Financial Advisor in Omaha, NE
Omaha Financial Advisors
Cambridge Advisors
17330 Wright Street, Suite 205
Omaha, NE 68130
(402) 697-1166
“Serious about your future”
Advisor Profile
Justin Anderson
Name:  Justin Anderson
Phone Number:  (402) 697-1166
Website:  Visit Website
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About Cambridge Advisors

Cambridge Advisors is an independent, fee-only investment management firm. Our team of highly- educated investment professionals is dedicated to helping clients build and preserve their wealth. We specialize in managing custom-tailored investment portfolios for clients with $500,000 or more of investable assets.

Our advice is not influenced by commissions, revenue-sharing arrangements, products or affiliations, making it free from conflicts of interest. You can be sure investment decisions are based on one primary goal -- meeting your financial objectives.

At Cambridge Advisors, we understand that developing financial resources is the key to achieving many of your dreams. For some, the goal is a secure a comfortable retirement. For others, it is building a college fund for their children. Perhaps your dream is to accumulate the wealth you need to begin a new business venture. Whatever your goal may be, we will help you develop a plan to reach your goal and work the plan to make your dream a reality.

From our offices in Omaha, Nebraska, Cambridge Advisors serves clients throughout the state of Nebraska, as well as across the country. Please feel free to contact us to begin the Discovery Process to help you determine if a relationship with Cambridge Advisors is right for you.
 

General Information

Gender:    Male
CRD#:    104851
Firm CRD#:    104851
SEC File#:    801-36028
Name of Custodial Firm:    Charles Schwab
States Licensed in:    NE
States Willing to do Business in:    All
Years of Experience in Financial Services:    17
Number of Years with Current Firm:    11
Work Experience:    Started and ran an Edward Jones brokerage office for 6 years before moving into a portfolio management and client advisory role with Cambridge Advisors.
I work with the following types of clients:    Individual Investors, Businesses, Non-Profit Organizations
 

Education

Academic Background
 
Undergraduate degree in Physics from the University of Nebraska at Lincoln

Masters of Business Administration Specialization in Agribusiness and Finance from the University of Nebraska at Lincoln
 

Services

Investment Types:    Exchange Traded Funds (ETFs), Stocks, Bonds, Mutual Funds, REIT's
I can meet clients in the following ways:    Via email, Via phone, At my office, At your office
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Accredited Asset Management Specialist (AAMS®), MBA Specialization in Finance
Securities Licenses:    Series 63
Financial Organization Memberships:    Chartered Financial Analyst Society, Paladin Registry
Non-Financial Organization Memberships:    Founding Member of threetimbers church Founding Member of The Bennington Community Foundation Past Board Member of the Western Douglas County Chamber of Commerce
 

Firm Information

Firm's Number of Clients:    250
Firm's Number of Managed Clients:    250
Assets Managed by Firm:    420000000
Advisor's Number of Clients:    40
Advisor's Number of Managed Clients:    40
Advisor's Number of Planning Clients:    40
Assets Managed by Advisor:    30000000
 

Compliance

Registered Investment Advisor:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:    $500,000
Compensation Methods:    Based on Assets, Flat Fee
Fee % Based on Assets:    1.00%
Flat Fee Rate:    $2,500
Additional Details on Charges:    Accounts managed by Cambridge are assessed 1% annual fee paid .25% per quarter. If Cambridge is not the investment manager, for a flat fee of $2,500 we will provide a comprehensive financial plan and account setup.
Minimum Fee Charged for Flat Fee Accounts:    $2,500
 
 
 
Prepared By: Justin Anderson
 
 
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