Lori Liffring has been President, Chief Compliance Officer, Treasurer, Chairman of Cambridge Advisors since March 2005, is a control person of the firm and directly owns between 50% and 75% of it.
Cambridge Advisors Inc is an Omaha, NE firm with $694M under management, 287 clients and 6 advisers in one office, as of its March 2026 filing.
- Cambridge Advisors IncCurrent– present · 32 yearsOmaha, NE · Adviser representative · Firm CRD 104851
Investment adviser representative registrations
Lori Liffring is registered as an investment adviser representative in 2 states. The first approvals date from February 1994; the most recent is Texas, in February 2004.
- NebraskaSince 21 February 1994
- TexasSince 23 February 2004
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 November 1993 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Lori Lynn Liffring
- CRD
- 2429162
- Firm
- Cambridge Advisors · CRD 104851
- Role
- President, Chief Compliance Officer, Treasurer, Chairman
- Office
- 17330 WRIGHT STREET, SUITE 205, Omaha, NE 68130
- Registration
- Investment adviser registration
- In the industry since
- February 1994
- Disciplinary history
- Not yet shown here · SEC record
Where does Lori Liffring work?
Lori Liffring has been President, Chief Compliance Officer, Treasurer, Chairman of Cambridge Advisors Inc since March 2005, and is a control person of the firm.
Is Lori Liffring a financial advisor?
Yes. Lori Liffring has a current investment-adviser registration in Nebraska and Texas, through Cambridge Advisors since February 1994.
How many years of experience does Lori Liffring have?
Lori Liffring has 32 years in the financial industry, since February 1994, across 1 adviser firm.
What exams has Lori Liffring passed?
Lori Liffring passed the Series 65 in November 1993.
Where is Lori Liffring based?
Lori Liffring’s registered office is in Omaha, NE.
Is Lori Liffring registered with FINRA?
No. Lori Liffring has no current broker registration.
How can I verify Lori Liffring’s record?
Search CRD 2429162 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lori Liffring’s full registration record.