FAIRFIELD, Iowa--(BUSINESS WIRE)--Cambridge is pleased to announce Todd Van Pelt has been promoted to vice president of Due Diligence and Product Services. Van Pelt’s responsibilities will include leading a successful program that supports one of the largest selections of product choices offered by an independent broker-dealer for advisors and their clients. He will also continue to lead the firm’s due diligence process for alternative investments, money managers, structured products, and mutual funds.
Van Pelt joined Cambridge in 2010 with a decade of business and management experience and five years of commercial banking experience. In 2016, he was appointed to serve as a member of the Board of Directors for the Investment Program Association (IPA), an investment industry organization governed by sponsor, associate, and broker-dealer members. Van Pelt also previously served on the Alternative & Direct Investment Securities Association (ADISA) Board of Directors.
Van Pelt earned a Bachelor of Arts degree in management and finance from the University of Nebraska. He is a Chartered Financial Analyst® (CFA®) charter holder and holds the Accredited Investment Fiduciary® (AIF®) designation, along with FINRA Series 7, 24, and 63 licenses.
About Cambridge
Cambridge
Investment Group, Inc. is a privately-controlled firm with a national
reach across the financial services industry consisting of multiple
broker-dealers and RIAs, including: Cambridge Investment Research
Advisors, Inc. – a large corporate RIA; and Continuity Partners Group,
LLC – a special purpose broker-dealer and registered investment advisor;
and Cambridge Investment Research, Inc. – an independent broker-dealer,
member FINRA/SIPC, that is among the largest privately-controlled
independent broker-dealers in the country supporting over 3,000
independent financial professionals nationwide who serve their clients
as registered representatives and investment advisor representatives,
choosing to use either Cambridge’s firm Registered Investment Adviser or
their own. For more information visit 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.
