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Cambridge Names Schmidt First Vice President, Practice Management and Client Solutions and Bell First Vice President, Retirement and Wealth Strategies
[November 21, 2014]

Cambridge Names Schmidt First Vice President, Practice Management and Client Solutions and Bell First Vice President, Retirement and Wealth Strategies


FAIRFIELD, Iowa --(Business Wire)--

Cambridge Investment Research, Inc. (Cambridge) announced Barry Schmidt has been named First Vice President, Practice Management and Client Solutions and Colleen Bell has been named First Vice President, Retirement and Wealth Strategies.

Schmidt joined Cambridge in 2010 with over 30 years of experience that includes sales, marketing, and relationship management. He has been instrumental in the leadership and growth of Cambridge's Practice Management and Business and Technology Consulting Teams. He leads a dedicated team of consultants focused on providing valuable resources to independent advisors, assisting them in efficiently growing their independent businesses.

Schmidt's new role expands to include leadership and oversight of Cambridge's Client Solutions Team. Client Solutions specializes in retirement, insurance, investments, and fee-based products, services, platforms, and strategies. He will lead a team of highly qualified specialists who provide one-on-one support to Cambridge advisors in key planning areas and assist with complex client sitations.



Bell joined Cambridge in 2006 and has been instrumental in leading Cambridge's Retirement Center initiatives. The Retirement Center provides advisors with the information and resources needed to confidently service the retirement marketplace and observe increasing regulation. It delivers leading resources and expertise, integrated retirement systems, and retirement market solutions. Recently, Bell's role expanded to include leadership of Cambridge's Wealth Strategies Team. The Wealth Strategies Team provides advanced planning tools, industry insights, and marketing resources to advisors while helping them find solutions to the most advanced planning questions.

Bell has been named First Vice President, Retirement and Wealth Strategies and will continue to lead the Retirement Center and Wealth Strategies Teams. These teams will focus on expanding the products and services offered to rep-advisors dedicated to these markets including a Retirement Center technology portal and Retirement Plan Strategies. Additionally, Bell will serve as a member on Cambridge's Senior Council along with Schmidt and 13 other senior executives at Cambridge.


About Cambridge

Cambridge Investment Research, Inc. (Cambridge), member FINRA/SIPC, is among the largest independent, privately controlled broker-dealers in the U.S. with more than 2,500 independent registered representatives and over $65 billion assets under management. www.joincambridge.com

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.


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