AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
KV

Kenneth D. Vangrunsven

CAMBRIDGE INVESTMENT RESEARCH
FOREST GROVE, OR 97116
Some features on this profile are disabled
CRD#: 1345509
KV

Professional summary


Kenneth Dale Vangrunsven is a registered financial professional currently at CAMBRIDGE INVESTMENT RESEARCH, INC. located in Forest Grove, Oregon.

Kenneth is registered as a RR (Registered Representative) and started their career in finance in 1985. Kenneth has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) INSURANCE, 6705 NW MARSH RD FOREST GROVE OREGON 97116, 06/1984, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDANT INSURANCE COMPANIES, INV REL, 15 HR/MO 10 HR/MO TRADING 2) SRM ADVISORS, 6600 SW 92ND ST STE 140 PORTLAND OREGON 97223, 12/2009, IAR, DBA, INV REL, 25 HR/MO 12 HR/MO TRADING

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Kenneth Dale Vangrunsven's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

June 15, 2000 - Present

CAMBRIDGE INVESTMENT RESEARCH, INC.

Office #1: 3236 Lavina Drive, Forest Grove, OR 97116
BD
CRD#: 39543
FOREST GROVE, OR
Past

June 17, 2009 - December 31, 2023

CONTINUITY WEALTH MANAGEMENT, CORP.

RIA
CRD#: 111010
PORTLAND, OR
Past

April 19, 2000 - July 19, 2000

PACIFIC HARBOR SECURITIES, INC.

BD
CRD#: 8755
HIGHLAND, UT
Past

February 28, 1997 - May 4, 2000

LIGHTHOUSE CAPITAL CORPORATION

BD
CRD#: 41812
MONTEREY, CA
Past

March 21, 1994 - October 15, 1996

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
OAKDALE, MN
Past

October 26, 1993 - February 28, 1997

FORTREND SECURITIES, INC.

BD
CRD#: 32949
MELBOURNE, VIC,
Past

September 3, 1992 - October 7, 1993

PACIFIC CLIFFS CAPITAL, INC.

BD
CRD#: 30327
Past

February 19, 1992 - December 9, 1992

FORTREND SECURITIES, INC.

BD
CRD#: 10677
Past

October 3, 1989 - March 4, 1992

NORTH AMERICAN MANAGEMENT, INC.

BD
CRD#: 624
SIOUX FALLS, SD
Past

March 22, 1985 - October 9, 1989

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Oregon
(6/15/2000)
RR
Washington
(5/12/2003)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/16/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


CI
CAMBRIDGE INVESTMENT RESEARCH, INC.
CAMBRIDGE | JORDAN CREEK FINANCIAL SERVICES | FAIRFIELD GLOBAL INVESTMENTS, INC. | CANTELLA & CO., INC. | CAMBRIDGE INVESTMENT RESERARCH, INC. | CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543 / SEC#: , 8-48740

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Mailing Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Phone number
(641) 472-5100
Established
Iowa since 10/12/1995
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
CAMBRIDGE INVESTMENT GROUP, INC.SHAREHOLDER/HOLDING COMPANY
BELL, COLLEEN MCGUIREPRESIDENT INNOVATION AND EXPERIENCE; DIRECTOR5077188
BOEN, RYANEVP, CHIEF FINANCIAL OFFICER/FINOP, PRINCIPAL OPERATIONS OFFICER7842316
KUHLMAN, RICHARD HENRYSVP, CHIEF LEGAL OFFICER7076563
MILLER, SETH AARONPRESIDENT ADVOCACY & ADMINISTRATION; GENERAL COUNSEL; DIRECTOR5495508
ROBBINS, TAMMY ANNEXECUTIVE VICE PRESIDENT/CHIEF BUSINESS DEVELOPMENT OFFICER3125668
ROLLINS, EDDIE THOMASEXECUTIVE VICE PRESIDENT, MANAGING DIRECTOR - BRIDGEPORT1523500
SHAFER, ANDREA LYNNEVP, CHIEF SUPERVISION OFFICER5448499
STONE, CARLA JEANFIRST VICE PRESIDENT, FINANCE/CHIEF ACCOUNTING OFFICER3193985
TURNER, GREGORY WALTEREVP, CONSULTING SERVICES3144311
VEST, VALARIE KNOBLOCKEVP, CHIEF EXPERIENCE OFFICER3074142
VIVACQUA, JEFFREY FRANCISPRESIDENT GROWTH AND DEVELOPMENT; DIRECTOR2608892
WEBBER, AMY LYNNCEO, SECRETARY; DIRECTOR1812670
YOUHN, STEPHEN MICHAELCHIEF COMPLIANCE OFFICER1414691

Disclosures


Regulatory Event13
Arbitration4

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543Forest Grove, OR 97116

TRUST BUT VERIFY

Monitor Kenneth Vangrunsven

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Contact information


xxxxx@xxxx.xxx

Similar Advisors


Robert Randall Morrison
Robert MorrisonAdvisorCheck Check Mark
CROSS FINANCIAL ADVISORS
IAR
RR
Beaverton, OR
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics