Cambridge Names Douglas Wier to 2024 Circle of Excellence
Achievement to be recognized at annual conference in June
Bettendorf, IA – November 9, 2023 – Douglas Wier of Bettendorf Financial Group has been named to the 2024 Circle of Excellence, the highest level of achievement recognized by their financial solutions firm, Cambridge Investment Research, Inc. (Cambridge). This recognition is granted to financial professionals who have displayed strong leadership in their field as well as a commitment to upholding Cambridge’s core values of integrity, commitment, flexibility, and kindness while providing exemplary service to their clients.
Cambridge’s Circle of Excellence qualification is earned by financial professionals who demonstrate their commitment to serving the needs of their clients, while maintaining an independent, service-driven mindset. Introduced in 2023, the Circle of Excellence distinction provides opportunities for financial professionals to meet other leaders in their field, gain exposure to new perspectives, and continue to hone their skills and talents. Qualifiers will gather in Vancouver, BC in June 2024. They will be joined by members of Cambridge’s senior leadership team, and the multi-day event will include networking
sessions, industry speakers, and exclusive educational opportunities. The event provides an opportunity for members to meet other independent financial professionals that have demonstrated an exemplary commitment to service, learn from industry leaders, discuss developments in financial services, and hone their skills through sharing knowledge and ideas. Honorees will be able to engage in community- building activities, share experiences and gain valuable feedback, make connections, gain in-depth insight to the latest developments and trends, and return to their practices with an ignited passion for
serving their clients at the highest level.
“We are honored to have Doug Wier as a Circle of Excellence qualifier,” said Cambridge President of Growth and Development Jeff Vivacqua. “Culture and success go hand in hand, and at Cambridge, we strive to provide a culture dedicated to service. Doug Wier has demonstrated their commitment to our core values and a true passion for serving their clients. We strive to provide opportunities for our independent financial professionals to share different perspectives and collaborate with colleagues and peers to grow their leadership in the industry.”
About Douglas Wier
Bettendorf Financial Group was founded in 1998 by Douglas Wier. With over 30 years of financial services experience, he continues to lead the firm today. Doug has used his experience and expertise to attract and train many advisors over the years, which has resulted in the strong, knowledgeable, and
committed advisors and support staff the firm has today. The team at BFG offers assistance with insurance and investment recommendations, as well as creating financial, estate, education, social security, and retirement planning strategies, in a family-style atmosphere.
About Cambridge
Cambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest internally controlled independent broker-dealers in the country.
Contact: Doug Wier 563-441-9903; dougw@bettendorffinancial.com