Asset Management


  • Custom Tailored, Fee-based Managed Accounts
  • Third-Party Managed Accounts
  • Mutual Funds / ETFs
  • Individual Stocks / Bonds
  • Bond Ladders
  • UIT's
  • Preferred Stocks / REITs
  • Alternative Investments


  • Roth IRA
  • Traditional IRA
  • Simple IRA
  • Rollover IRA
  • Brokerage Accounts


  • Retirement Plans
  • Investment Tax Planning
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Management
  • Risk Management
  • Profit Sharing Plans

Securities offered through Registered Representatives of Cambridge Investment Research, Inc. , a broker-dealer, member FINRA/SIPC Advisory services through Cambridge Investment Research Advisors, Inc. a Registered Investment Adviser. Cambridge and North Iowa Advisors are not affiliated.

This communication is strictly intended for individuals residing in the states of AZ, CA, IA, IN, and MN. No offers may be made or accepted from any resident outside the specific state(s) referenced.

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