Cambridge
Kay Knuth, Kolby Knuth, and Chris Hoffman are Registered Representatives with Cambridge Investment Research, Inc. and Investment Advisor Representatives with Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. When Kay started KFLP she chose to align with Cambridge because they have a strong service-oriented philosophy. The management and leadership at Cambridge have built a team that is personal, professional, and trustworthy. Cambridge is one of the most respected, privately held, independent broker-dealers in the financial industry.
Cambridge Purpose and Values
Cambridge’s Purpose is to make a difference in the lives of their advisors, clients, and associates.
Their purpose inspires their passion for:
- True independence
- Private ownership
- Customizable experience
- Innovative partnership
- Unique culture based on their core values
- Integrity – honesty, fairness, and ethics are the foundation of their culture
- Commitment – making a difference to their community through quality, excellence, and service
- Flexibility – offering solutions based on being open-minded, resourceful, and committed to mutual win-win
- Kindness – in all things, consideration and compassion with a human touch guide our decisions
901 S Lawe St | Appleton, WI 54915
Phone: 920.830.2077 | Fax: 920.830.2049
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Kay Knuth, Kolby Knuth, and Chris Hoffman, Registered Representative, Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC Investment Advisor Representative. Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Knuth Financial Life Planning are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, CA, FL, GA, IA, IL, IN, KS, MA, MD, MI, MO, MN, NC, NM, SD, TX, UT, WA, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.
The information being provided is strictly as a courtesy. When you access this link you are leaving our website and assume total responsibility for your use of the website you are linking to. We make no representation as to the completeness or accuracy of information provided at this website. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.
Cambridge’s Form CRS (Customer Relationship Summary)
The recognition of Best of the Valley is not representative of investment performance or returns of rep/advisors.