(Joplin, MO) – Clevenger Financial, the Joplin, Missouri-based financial services firm of Lane Clevenger, CFP® has joined Cambridge Investment Research, Inc. (Cambridge) of Fairfield, Iowa. Clevenger Financial moved last month to Cambridge from their previous broker-dealer, Voya Financial Advisors Inc.
Advisors at Clevenger Financial offer broad-based services including financial planning, investment management, risk management as well as tax and estate planning strategies. The team at Clevenger Financial works with a network of other experienced professionals and independent advisors. Together they manage over $600 million in Assets Under Management (AUM).
“We chose to partner with Cambridge due to their commitment to private control, their unique culture, and focus on a quality experience for me and my clients,” said Clevenger.
Reference:
Lane Clevenger, CFP®
Financial Advisor
417.782.7888
Be the first to comment