Our Broker-Dealer

Investment Planning Group, Inc. is an independent financial services firm, which means we maintain our independence from Wall Street, big banks, and insurance companies. We are not pressured by corporate interests and can focus on providing the products and services that work best for our clients. We work for our clients and no one else.

We chose to work with the independent broker-dealer Cambridge Investment Research, Inc. Based in the Midwest, Cambridge is among the largest privately controlled independent broker-dealers in the country. They support several thousand independent financial professionals nationwide who serve hundreds of thousands of clients.

Cambridge* at a glance:

  • Founded in 19811
  • 3,296 producing advisors in all 50 states
  • 823 home office associates
  • $93 billion in assets under advisement2
  • Eleven-time Broker-Dealer of the Year3

For more information about Cambridge, visit www.joincambridge.com.

*As of 12/31/18

1Cambridge and its predecessor broker-dealer

2AUA reflects commission, fee-based, and independent RIA assets

3Investment Advisor magazine, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III. Cambridge received the highest marks from its advisors in the Investment Advisor Broker-Dealer of the Year 2018 Division IV category. A broker-dealer becomes eligible for this honor only after a minimum of 10 percent of its producing advisors cast valid ballots. These ballots also rate the broker-dealer in 15 different categories defined by Investment Advisor as relevant challenges and concerns by advisors. The broker-dealers receiving the highest marks in each of four divisions are declared Broker-Dealer of the Year by Investment Advisor magazine. Proprietary study results are based on experiences and perceptions of participating advisors surveyed in the eight years listed. Your experience may vary. Visit thinkadvisor.com.