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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
ADV Form II Link:
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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:    13
Number of Years with Current Firm:    7
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:    Businesses, Individual Investors, 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:    Stocks, Alternative Investments, Mutual Funds, Bonds, Exchange Traded Funds (ETFs), Commodities, REIT's, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    At your office, Via phone, At my office, Via email
 

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:    125
Firm's Number of Planning Clients:    30
Firm's Number of Managed Clients:    125
Assets Managed by Firm:    $259,000,000
Advisor's Number of Clients:    40
Advisor's Number of Managed Clients:    40
Advisor's Number of Planning Clients:    40
Assets Managed by Advisor:    $25,000,000
 

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 & Fees

Fee Structure:    I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:    $500,000
Compensation Methods:    Flat Fee, Based on Assets
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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