FAIRFIELD, Iowa--(BUSINESS WIRE)-- Cambridge is pleased to announce Kevin Manz has been promoted to first vice president of Operations. In this role, Manz provides senior leadership for the Brokerage Operations and Partner Support Teams, with a focus on operational service excellence initiatives to meet the evolving needs of Cambridge’s independent financial advisors.
“Kevin’s significant contributions through continuous improvement and workflow integration have been critical in our overall efforts to continually deliver a customizable advisor and investor experience combined with superior quality,” said President and CEO Amy Webber. “As the industry continues to change, we are committed to providing excellent service by fulfilling our purpose of making a difference in the lives of our advisors, their clients, and our associates, and Kevin will continue to play a key role in those efforts.”
Manz joined Cambridge in 2015 with more than 15 years of experience in the financial services industry, including back office leadership roles in operations with Cetera Financial Group, Broker Dealer Financial Services Corporation, and ING Advisors Network. He specializes in brokerage operations, call center efficiencies, and optimizing the overall experience for advisors.
Manz earned a Bachelor of Art’s degree in marketing and small business management from Iowa State University. Additionally, he holds FINRA Series 7, 24, and 66 licenses.
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, a full spectrum of middle office services designed for solo/ensembles, branches, and super branches, succession and acquisition financial lending plus business technology expertise, outsource services centered on independent advisor firms, including business consulting, client marketing, and office assistance, as well as insurance services. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest privately-controlled independent broker-dealers in the country. Overall, Cambridge supports over 3,000 independent financial professionals nationwide who serve their thousands of clients as registered representatives and investment advisor representatives, choosing to use either Cambridge’s firm Registered Investment Adviser or their own.
Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc.
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Cambridge Investment Group, Inc.
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Source: Cambridge Investment Group, Inc.