KC
Kurt D. Cambier
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Golden, CO 80401
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CRD#: 1392482
KC
Professional summary
Kurt Douglas Cambier, CFP® is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Golden, Colorado and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Golden, Colorado.
Kurt is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Kurt has worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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) INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2) KURT D CAMBIER, 350 Indiana Street suite 730, Golden CO 80401, United States, 07/14/2014, President, NIR, 0 HR/MO, 0 HR/MO TRADING. 3) VIRGINIA CAMBIER CHILDRENS FOUNDATION, 350 Indian street suite 730, golden CO 80401, United States, 12/18/2014, Board Trustee, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 2 HR/MO, 0 HR/MO TRADING. 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 08/2008, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING. 5) CENTENNIAL CAPITAL PARTNERS, 13984 W BOWLES AVE, SUITE 102, LITTLETON, CO, 07/2015, FOUNDER, DBA, NIR, 60 HR/MO, 10 HR/MO TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Kurt Douglas Cambier's 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®
CFP®
Start date: 2000
Experience
Current
August 11, 2008 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 350 Indiana Street Ste 730, Golden, CO 80401RIA
CRD#: 134139
Golden, CO
Current
August 11, 2008 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 350 Indiana Street, Suite 730, Golden, CO 80401Office #2: 524 30 Road Ste 2, Grand Junction, CO 81504BD
CRD#: 39543
Golden, CO
Past
January 12, 2000 - August 11, 2008
CETERA ADVISORS LLC
RIA
CRD#: 10299
DENVER, CO
Past
January 5, 2000 - August 11, 2008
CETERA ADVISORS LLC
BD
CRD#: 10299
DENVER, CO
Past
March 1, 1996 - January 5, 2000
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Past
August 1, 1991 - March 1, 1996
G. R. PHELPS & CO., INC.
BD
CRD#: 173
Past
March 28, 1990 - August 30, 1991
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
OAKDALE, MN
Past
January 6, 1986 - March 28, 1990
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.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
Alabama(5/11/2017)
RR
Alaska(2/19/2025)
RR
Arizona(8/11/2008)
RR
Arkansas(6/6/2022)
RR
California(8/11/2008)
RR
Colorado(8/11/2008)
IAR
Colorado(8/11/2008)
RR
Connecticut(1/11/2024)
RR
Florida(8/11/2008)
RR
Georgia(6/15/2021)
RR
Hawaii(8/11/2008)
RR
Idaho(1/3/2017)
RR
Indiana(10/2/2012)
RR
Iowa(8/11/2008)
RR
Kansas(2/9/2021)
RR
Kentucky(8/11/2008)
RR
Maine(8/15/2019)
RR
Maryland(1/3/2017)
RR
Massachusetts(11/24/2015)
RR
Michigan(3/11/2014)
RR
Minnesota(12/14/2021)
RR
Missouri(10/23/2012)
RR
Montana(1/6/2009)
RR
Nebraska(8/23/2010)
RR
Nevada(8/11/2008)
RR
New Mexico(4/21/2016)
RR
New York(7/19/2019)
RR
North Carolina(8/5/2010)
RR
Ohio(8/2/2018)
RR
Oklahoma(5/18/2020)
RR
Pennsylvania(6/16/2015)
RR
South Carolina(8/13/2021)
RR
South Dakota(10/13/2011)
RR
Tennessee(10/7/2024)
RR
Texas(8/5/2010)
IAR
Texas(8/5/2010)
RR
Utah(7/29/2019)
RR
Virginia(8/19/2021)
RR
Washington(1/3/2017)
RR
Wisconsin(10/3/2019)
RR
Wyoming(10/17/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
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Contact information
Main Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Mailing Address
Phone number
(641) 472-5100
Established
Firm type
Fiscal year end
# of Employees
3,361
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 438,414 |
| AUM (Assets Under Management) | $ 102,413,096,032 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/09/2024 | ||
| 04/29/2024 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRD#: 134139Golden, CO 80401TRUST BUT VERIFY
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