Lori Liffring
Cambridge Advisors · Omaha, Nebraska
Lori Liffring is a fee-only financial advisor at Cambridge Advisors in Omaha, Nebraska, who holds the CFA credential. Lori charges a percentage of assets and a one-time planning fee (one-time plans from $2,500 and 1% a year on the first tier of assets managed) and focuses on retirement planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Early-career professionals
Facts
| Firm | Cambridge Advisors |
|---|---|
| Based in | Omaha, Nebraska |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | One-time plans from $2,500 · 1% a year on the first tier of assets managed · A $500,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $693.5M across 826 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NE, TX · CRD 2429162 |
| Exams passed | Series 65 (1993) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.cambridgeadvisors.net |
| Profile |
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Questions about Lori
Is Lori Liffring a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lori holds no broker registration, and Cambridge Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lori charge for financial advice?
Lori charges a percentage of assets and a one-time planning fee.
How much does Lori charge?
According to Cambridge Advisors's website, checked October 30, 2026: one-time plans from $2,500; 1% a year on the first tier of assets managed; a $500,000 asset minimum.
Where is Lori Liffring based?
Lori Liffring is based in Omaha, Nebraska.
What does Lori specialize in?
Lori's specialties include retirement planning. Lori works with retirees, pre-retirees and early-career professionals.
What credentials does Lori Liffring hold?
Lori Liffring holds the CFA credential.
Is Lori Liffring registered with the SEC?
Yes. Lori Liffring is registered as an investment adviser representative in NE and TX (CRD 2429162), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cambridge Advisors manage?
Cambridge Advisors reports $693.5M across 826 accounts in assets under management.
How do I contact Lori Liffring?
Through Lori's website, www.cambridgeadvisors.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Cambridge Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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