Partner and Grow Your Business
Industry leading technology, fantastic support, customized training, ready-made processes and compliance systems
Technology
Industry leading advisor technology that will help your business thrive
Workflows and Processes
Custom designed workflows and processes to help you hit the ground running
Training
White glove training on everything to make your transition easy
Compliance Support
We help you implement a system to stay compliant
Why Luminous Financial Group?
We are committed to your success
We partner with you to give you all the tools, systems, and support you need to succeed. Our team has over 40 years of industry experience to help you and your clients be happy and thrive.
Our values include acting with integrity, being independent, giving back and a culture of responsibility and growth.
The broker dealer we choose to affiliate with is Cambridge Investment Research, Inc. They are fiercely independent and “flexibility” is literally written on the walls at their home office. With 3,600+ financial advisors, over 137 billion in assets under management, and 890+ home office associates¹, Cambridge is one of the largest independent and internally controlled firms in the country.
Cambridge is committed to serving its financial professionals and their clients. The firm has been honored as the Broker-Dealer of the Year² 13 times by Investment Advisor Magazine, and was recently named a Top Workplace in Iowa³ for the 11th consecutive year.
¹ As of 12/31/2020
² Investment Advisor magazine, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III. A broker-dealer becomes eligible for this honor only after a minimum of 10% of its producing financial professionals cast valid ballots. The ballots rate the broker-dealer in 15 different categories defined by Investment Advisor as relevant challenges and concerns. Broker-dealers receiving the highest marks in each of four divisions are declared Broker-Dealer of the Year. Results are based on experiences and perceptions of participants surveyed in June of each of the years listed. Experience may vary. This recognition is not representative of investment performance or returns of financial professionals. Visit thinkadvisor.com.
³ The Top Workplace in Iowa, 2020 – 2011, recognition is determined by associate feedback through an anonymous survey conducted by Energage, an independent research company.
Let’s Talk
We always enjoy talking with financial professionals who could benefit from our great tools and support, while maintaining their independence. Enter your info below, and one of our associates will reach out soon.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC, to residents of: AL, AZ, CA, CO, DC, FL, HI, ID, IL, IN, MA, ME, MN, MO, NC, NV, NY, OH, OR, TX, UT, VA, WA. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Luminous Financial Group LLC are not affiliated.
For background information on our team:
