Cambridge Announces The Next Step® RECAP Program

Initiative strives to retain retiring associates with proven talent
and skill

FAIRFIELD, Iowa–(BUSINESS WIRE)–Cambridge Investment Research, Inc. (Cambridge), one of the nation’s
leading independent broker-dealers, is introducing The Next Step®
RECAP program. This initiative is designed to retain experienced
Cambridge associates with proven talents and skills, after the age at
which those associates might otherwise opt to leave the workforce.

“We are grateful and honored for the dedication of our associates who
have helped create and maintain a culture that allows Cambridge to
thrive,” said Chief Financial Officer Jerry Oliver. “Through The Next
Step® RECAP program, tenured associates will continue
to contribute mentorship, guidance, and overall knowledge of Cambridge.”

In order to be eligible for The Next Step RECAP program,
associates must have been employed by Cambridge for at least five
continuous years, have attained the age of 62, and indicate through
written notice that they intend to retire. Responsibilities for
participants include project-based efforts as well as ongoing part-time
duties directly related to the daily activities of the home office.

The Next Step® RECAP program allows Cambridge to continue to
enhance the firm’s relationship with the community locally and more
broadly across the state and among its national network of advisors. The
program promotes associate engagement and productivity through the
contribution of knowledge and experience to over 700 Cambridge home
office associates and the 2,800 independent advisors Cambridge serves.

About Cambridge
Investment Group, LLC is a privately-controlled firm with a national
reach across the financial services industry consisting of multiple
broker-dealers and RIAs, including: Cambridge Investment Research
Advisors, Inc. – a large corporate RIA; and Continuity Partners Group,
LLC – a special purpose broker-dealer and investment advisor; and
Cambridge Investment Research, Inc. – an independent broker-dealer,
member FINRA/SIPC, that is among the largest privately owned independent
broker-dealers in the country supporting approximately 2,800 independent
financial professionals nationwide who serve their clients as registered
representatives and investment advisor representatives, choosing to use
either Cambridge’s firm Registered Investment Advisor or their own. For
more information visit

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.


Cambridge Investment Group, LLC
Cindy Schaus, 641-470-1225
Vice President, Public Relations and Creative Marketing
Von Ahsen, 641-470-1166
Associate Director, Public Relations and
Creative Marketing
Cherry, 641-209-8444
Account Executive, Public Relations and
Creative Marketing