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Strategic Partners

Schneider Wealth Strategies is pleased to have selected Cambridge Investment Research, Inc., Member FINRA/SIPC, to perform compliance, trade processing, technology support, research, and administrative services. With more than 2,700 independent registered representatives, Cambridge is one of the most respected and largest privately held independent broker-dealers in the United States.


Since its birth more than 30 years ago, Cambridge has continually put the objectivity of independent financial professionals first. Like us, Cambridge believes that the freedom to recommend truly best-of-breed solutions for our clients, unburdened by third-party pressures, is the best way to ensure the long-term success of financial professionals, their clients, and indeed, the financial services industry at large.

Our Clearing Firm

National Financial®


For your protection, client accounts are custodied at National Financial Services, LLC, member FINRA/SIPC, a Fidelity Investments company where they enjoy the same protections as all Fidelity accounts.

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