Broker Check

At our firm, we have the client—and only the client—in mind.

Carl McClurg Jr, AIF® (Series, 6, 63, 65)

Founder and Independent Wealth Manager

(513) 538-1880

(513) 538-1881

Founder and Independent Wealth Manger, Carl McClurg Jr, an Accredited Investment Fiduciary - utilizes over thirty years of business experience to help clients develop solutions for the financial concerns in their lives. He strongly believes this can only be achieved by first getting to know each client on a personal level and fulfilling his duty as a fiduciary. His individualized approach can be summed up by the following sentiment: “It is truly a blessing to help clients with their financial concerns while making new friends in the process.” Carl is also a speaker with SOFA (The Society for Financial Awareness)

Cambridge Investment Research, Inc.

Just as you have the opportunity to choose your wealth advisor, we in turn get to choose our independent broker-dealer. We have chosen to be  registered with Cambridge Investment Research, Inc. and Cambridge Investment Research Advisors, Inc. They are one of the most respected independent broker-dealer and RIA firms in the industry. CIR is privately owned with no proprietary products or quotas. They facilitate our regulatory compliance and make sure our advisors adhere to all securities laws and regulations.  Cambridge

Honored by advisors as ‘Broker-Dealer of the Year’ an unprecedented 12 times by Investment Advisor*

Recognized by associates as a ‘Top Workplace in Iowa’ by the Des Moines Register nine straight years, 2011 - 2019

Named third in overall satisfaction among independent advisors by J.D. Power and Associates, 2018

Awarded ‘Best Early Adoption Partner’ by Albridge, 2018 

Earned the ‘Data Excellence Award’ by Albridge, 2016 – 2018

*Investment Advisor magazine, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003 Division III

Cambridge Admin Team

Administrative Assistant

Our Cambridge Advisor Administrative Team handles all of the new account paperwork and transfers to keep your account processing in good order.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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