An alliance of independents
The Power of the Team Approach™ is the hallmark of Lawing Financial and a strategy first implemented by Kerry Lawing, our founder. Kerry established the firm in 1985 with a focus on finding a solution that would allow him to keep up with all the products and services his clients desired. He began to form a team of advisors, encouraging each to specialize in the areas of finance they know and enjoy. Since then, Lawing Financial has grown to a team of over 50 registered representatives/investment advisory representatives, 20 support staff, and four office locations across the Midwest and Texas. We are one of the largest independent financial firms in the Midwest with total client assets under advisement approaching $1.5 billion(1). We specialize in providing a team-based approach to full-service financial planning including fee-based asset management, qualified plan design and implementation, and wealth management for the affluent.
Lawing Financial is aligned with one of the most respected independent broker-dealers in the industry, Cambridge Investment Research, Inc. Recognized in the industry as The Fee Experts®(2), Cambridge has been ranked a fee leader among independent broker/dealers for eleven consecutive years(3), and is a four-time winner in the Broker/Dealer of the Year annual poll(4). With over $40 billion in assets, Cambridge is ranked one of the top 20 independent broker/dealers by revenue(5).
1. Figure represents estimated total client assets with all carriers as of 3/31/2011
2. THE FEE EXPERTS® is a registered mark of Cambridge Investment Research, Inc. for its investment advisory service for investment managers.
3. Financial Planning magazine, June “FP50”, 2001-2011
4. Investment Advisor magazine, 2010, 2008, 2007, 2003
5. Financial Planning magazine, June “FP50”, 2011
