The Corner Office is an independent financial services firm, founded in 2004. We work independently for you, our client, rather than representing a bank or insurance company. We develop investment strategies and recommend suitable financial products from the whole of the market. We offer no proprietary products and have no quotas to fill. Your investments are selected for you, independently.
We work in partnership with Cambridge Investment Research, Inc. One of the clearing firms utilized by Cambridge is National Financial Services LLC ("NFS"). NFS is owned by Fidelity Brokerage Services LLC and is one of the nation's largest clearing firms. They provide our client's account statements, trade confirmations, and other record keeping, operational, clearing and custodial services. Beyond this, NFS offers state of the industry investment and planning solutions. Fidelity Investments is an independent company,unaffiliated with Cambridge.
Fidelity Investments is a service provider to Cambridge. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Cambridge and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered trademark of FMR LLC. Fidelity Clearing & Custody Solutions® provides clearing, custody, and other brokerage services through National Financial Services LLC or FidelityBrokerage Services LLC, Members NYSE, SIPC.
Cambridge Investment Research Advisors, Inc. supports our advisory services. Cambridge Investment Research Advisors, Inc. is a Registered Investment Advisor. Securities are offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Both companies are located in Fairfield, IA. Cambridge supports over 3,000 independent advisors. They provide IT, operational, compliance, insurance and trading assistance.
In 2023, Laurie was named a member of Cambridge Investment Research, Inc.'s Leaders Club.
Federal and state regulations prohibit registered persons from soliciting, offering and/or selling any investment products or services unless they are properly registered and licensed in each state jurisdiction. Advisor is registered in Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Massachusetts, Michigan, Nevada, New Jersey, New York, North Carolina, Tennessee, Texas, Virginia, Washington, and Wisconsin. Not all products and services referenced on this site are available in every state and may not be available through every representative listed. Diversification and asset allocation strategies do not assure profit or protect against loss. Past performance is no guarantee of future results. Investing involves risk. Investors should be prepared to bear loss, including loss of principal. Neither Cambridge Investment Research, Inc., nor its representatives offer tax or legal advice. Please contact your legal or tax advisor regarding your situation.
Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC). Investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.
Cambridge and The Corner Office are not affiliated.
Access Cambridge's Form CRS (Customer Relationship Summary).