Relationship with Cambridge Investment Research
Evergreen Wealth Managers is an independent financial firm owned by Mike Rue. We always strive to provide objective planning and investment advice to our clients whether it’s financial independence, retirement, saving for college or estate planning.
As an independent advisor, Mike chooses the Broker/Dealer and Registered Investment Advisory firm (RIA) to partner with. The role of the broker/dealer and RIA is to ensure we are compliant with the exhaustive rules of the SEC and FINRA, the industry regulatory agencies.
We are proudly aligned with Cambridge Investment Research because of their commitment to their four core values of integrity, commitment, flexibility and kindness, which coincide exactly with how we prefer to do business with our clients. Cambridge is independent, and privately controlled.
About Cambridge Investment Research
Iowa-based Cambridge Investment Research partners with over 3300 independent advisors across the United States. Cambridge is a 13-time Investment Advisor Magazine “Broker-Dealer of the year”. This recognition is not representative of investment performance nor returns of rep/advisors. We are proud to be associated with this quality Broker-Dealer.
Cambridge has been honored as “Broker Dealer of the Year” for 2019-2012, 2010, 2008, 2007, and 2003 by Investment Advisor magazine.
Investment Advisor magazine, 2019-2012, 2010, 2008, 2007, Division IV; 2003, Division III. Cambridge received the highest marks from its advisors in the Investment Advisor Broker-Dealer of the Year 2019 Division IV category. A broker-dealer becomes eligible for this honor only after a minimum of 10 percent of its producing 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 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 advisors
Reproduced with permission by Cambridge Investment Research, Inc.