About

Mission Statement:

Elkmont Wealth Management, PLLC is committed to enriching peoples lives and empowering them to take control of their financial futures with a clear and focused path, provided by our knowledgeable and experienced advisors. Our relationships with our clients are of the utmost importance to us and we understand that each one is unique in their needs. We make a point to provide exemplary service to accommodate each individual and we take pride in contributing positively to our small town community.

Broker Dealer

cambridge-investmentcambridge_2016_bdoy_cir2_bannerAbout Cambridge

Cambridge Investment Research, Inc. (Cambridge) is an independent, privately-controlled broker-dealer with over $73 billion assets under management*, 700 home office associates, and over 3,000 independent registered representatives serving hundreds of thousands of clients across the United States. As an industry leader, we strive to create a workplace that reflects our four core values of integrity, commitment, flexibility, and kindness while fostering an atmosphere that allows our associates to thrive and enjoy our mutual success. Cambridge has been honored as ‘Broker Dealer of the Year’ for 2015, 2014, 2013, 2012, 2010, 2008, 2007, and 2003 by Investment Advisor magazine;1 and was ranked 10th in the ‘2016 FP50 IBD Revenue Growth’ by Financial Planning magazine.2 Cambridge is also among the top 25 large companies honored as a ‘Top Workplace in Iowa’ for 2015, and is one of only 13 companies consecutively ranked among the Top Workplaces since the ranking began in 2011 by the Des Moines Register.3

* AUM reflects commission and fee-based assets
1
Investment Advisor magazine, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III. Cambridge received the highest marks from its rep-advisors in the Investment Advisor Broker-Dealer of the Year 2015 Division IV category. A broker-dealer becomes eligible for this honor only after a minimum of 10 percent of its producing rep-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 rep-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 rep-advisors surveyed in June of the eight years listed. Your experience may vary. Visit thinkadvisor.com.
2 Financial Planning magazine, June “FP50”, Top 50 Independent Broker-Dealer Issue, 2016
3 Des Moines Register, “Top Workplaces in Iowa,” 2011-2015

A Commitment to True Independence

Cambridge is one of the two remaining large, privately owned and independent broker-dealers. Owned by its senior management team, Cambridge believes this is important to its ability to act as a truly independent broker-dealer and operate with an unbiased view and approach to financial services products.

Although it serves more than 3,000 rep-advisors across the country, Cambridge has been based in the great plains of the Midwest since 1992. Having begun with only a handful of associates, the number grew to 85 in 2002 and now includes 7003 associates. The firm continues to grow and is beginning early plans to add a third building to its corporate campus in order to the accommodate growth and ability to best serve the solutions delivered to the ever increasing family of rep-advisors choosing Cambridge as their broker-dealer. The Cambridge campus currently includes building I and II – both are 40,000 square foot office buildings, completed in 2005 and 2009, respectively. The 60-acre campus features a pond with a half mile walking trail used daily by associates.

Unwavering Values of Commitment, Flexibility, Integrity, and Kindness

Although Cambridge’s growth is impressive, the best part of the Cambridge story may be its long-standing culture and values. A firm’s culture influences its reputation. Further, a firm’s stated mission and values can be compared to how the firm’s management and staff engage with advisors and manage business activity. Since its earliest days, the management and associates at Cambridge have been committed to a set of core values that shape everything the firm does – especially the quality of service delivered to financial professionals and their clients. In short, Cambridge is proud that advisors who share their values of commitment, flexibility, integrity and kindness choose Cambridge. Together, we focus on a common priority: you.

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