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Iowa Broker-Dealer Appoints Vice President Of Retirement, Wealth Strategies

Eliane Chavagnon Editor - Family Wealth Report August 29, 2014

Iowa Broker-Dealer Appoints Vice President Of Retirement, Wealth Strategies

Cambridge Investment Research has promoted Colleen Bell to vice president of the firm's retirement center and wealth strategies team.

Fairfield, IA-based Cambridge Investment Research has promoted Colleen Bell to vice president of the firm's retirement center and wealth strategies team.

Bell joined Cambridge in 2006 after working as an examiner with the Securities and Exchange Commission. In her former role at Cambridge, she was most recently assistant vice president of corporate strategies.

The focus of the retirement center will remain on “streamlining the process of servicing retirement plans and individual participants and clients in the accumulation and distribution phases of life to assist rep advisors in becoming more efficient,” the firm said.

Cambridge Investment Research is an independent US broker-dealer with more than 2,500 independent registered representatives and over $65 billion assets under management. 

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