Mike grew up in Fremont, Nebraska and moved to Omaha when he attended the University of Nebraska - Omaha. There, he earned a bachelor's degree in business administration with a major in finance and real estate. As a young boy working for his grandfather mowing lawns, he learned the power of compound interest and was fascinated with the investment world. After starting his career in the insurance industry, he joined Cambridge in 1999 because he wanted to help clients make their money work for them.
Mike is a Chartered Financial Consultant. He has served on the InterVarsity Committee in Omaha, on the Young Life Regional Board, and as an elder at his church.
Mike and his wife, Cammy, raised their son in Elkhorn. Once their son graduated, they moved to a lake in Valley with their black lab, Maggie. They enjoy travelling, boating and entertaining family and friends.
Cambridge Advisors Inc. is a fee-only investment management firm that was established to help our clients meet their financial goals through sound investment principles. Our client centered approach means that each client will have a unique portfolio designed specifically for their needs and preferences. Out of respect for our clients we are committed to full disclosure, clear reporting, easy access to our portfolio managers, strict confidentiality, and professional education.
General Information |
| Firm Start Year: | 1990 | |
| Name of Custodial Firm: | Schwab Institutional and Vanguard |
| Number of Years with Current Firm: | 25 |
| Work with the following types of clients: | Businesses, Individual Investors |
| Advisory Services Provided: | Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Money Management, Financial Planning for Individuals, Investment Advice & Management |
Services |
| Investment Types: | Mutual Funds, Bonds, Stocks, Exchange Traded Funds (ETFs) |
| Can meet clients in the following ways: | Email, Our Office, Phone |
Firm Information |
| Advisor's Number of Clients: | 88 |
| Advisor's Number of Managed Clients: | 88 |
| Advisor's Number of Planning Clients: | 88 |
| Assets Managed by Advisor: | $179,000,000 |
Compensation and Fees |
| Compensation Methods: | Based on Assets |
| Fee % Based on Assets: | 1.0 |
Education |
| BS | University of Nebraska at Omaha |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
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