BB
Bradley J. Burditt
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
GRAIN VALLEY, MO 64029
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CRD#: 1428642
BB
Professional summary
Bradley Joseph Burditt, who also goes by Brad Burditt, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Grain Valley, Missouri and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Grain Valley, Missouri.
Bradley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Bradley has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brad Burditt
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) STATE BANK OF MISSOURI, EAGLES PARKWAY GRAIN VALLEY, MO 64029; BEGAN 01/01/2013; AS BOARD MEMBER; NOT INVESTMENT RELATED; DEVOTES 1 HR/MO; 1 DURING TRADING 2) PRO KICKER, PO BOX 1884 ASHLAND KY 41105; 01/2000; AS INSTRUCTOR; NOT INVESTMENT RELATED; 1 HR/YR; NONE DURING TRADING HOURS 3) BLUE SKY INVESTMENTS, LLC, 9514 TI LEES SUMMIT MO 64086; 01/2003; AS OWNER; NOT INVESTMENT RELATED; 1 HR/MO; NONE DURING TRADING HOURS 4) GRAIN VALLEY CHAMBER OF COMMERCE, 100 MAIN GRAIN VALLEY MO 64029; 01/2000; AS BOARD MEMBER; NOT INVESTMENT RELATED; DEVOTES 5 HRS/YR; NONE DURING TRADING HOURS; NON-PROFIT 5) BRAD BURDITT, 9514 TIMBER MEADOWS DR, LEES SUMMIT, MO 64086; 01/1990; AS PROPERTY OWNER; NOT INVESTMENT RELATED; 1 HR/MO; NONE DURING TRADING HOURS 6) ASSOCIATED SERVICES IN INSURANCE, 1321 SW Eagles Parkway, Grain Valley MO, 1/2004, AS PRESIDENT/AGENT, 120 HR/WK 12/TRADING 7) GENERAL PARTNER IN HEARTLAND WATERFOWL, LLC LEES SUMMIT MO, SINCE 1/2012, NOT INVESTMENT RELATED, DEVOTES 1 HR/MO NONE DURING TRADING 8) GENERAL PARTNER IN HEARTLAND BOWHUNTER, LLC LEES SUMMIT MO, SINCE 1/2007. NOT INVESTMENT RELATED, DEVOTES 1 HR/MO NONE DURING TRADING 9) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 9/2014, AS ADVISORY REP OF A RIA, INV REL, 5 HR/WK 5/TRADING 10) FIDUCIARY ADVISORY SERVICES, LLC AND FAS ADVISORS, 1321 SW Eagles Parkway, Grain Valley MO 64029, 01/2009, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 80 HR/MONTH 80 HR/MONTH TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Bradley Joseph Burditt'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®
NoneExperience
Current
September 15, 2014 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 1321 Sw Eagles Parkway, Grain Valley, MO 64029RIA
CRD#: 134139
GRAIN VALLEY, MO
Current
September 15, 2014 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 1321 Sw Eagles Parkway, Grain Valley, MO 64029BD
CRD#: 39543
Grain Valley, MO
Past
April 3, 2012 - September 23, 2014
FINANCIAL TELESIS INC
RIA
CRD#: 31012
GRAIN VALLEY, MO
Past
April 9, 2010 - September 23, 2014
FINANCIAL TELESIS INC
BD
CRD#: 31012
GRAIN VALLEY, MO
Past
February 27, 2009 - April 13, 2010
FSC SECURITIES CORPORATION
BD
CRD#: 7461
GRAIN VALLEY, MO
Past
August 7, 1986 - February 27, 2009
ADVANTAGE CAPITAL CORPORATION
BD
CRD#: 146
GRAIN VALLEY, MO
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(9/24/2014)
RR
Florida(9/18/2014)
RR
Georgia(9/15/2014)
RR
Illinois(9/15/2014)
RR
Iowa(1/5/2015)
RR
Kansas(9/15/2014)
RR
Michigan(9/15/2014)
RR
Missouri(9/15/2014)
IAR
Missouri(9/15/2014)
RR
New Mexico(4/23/2015)
RR
Ohio(7/14/2016)
RR
Pennsylvania(4/24/2020)
RR
Texas(6/21/2016)
IAR
Texas(11/15/2016)
RR
Virginia(9/15/2014)
RR
Wisconsin(9/15/2014)
Exams
State Security Law Exam
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
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 ADVISORS, INC.
CRD#: 134139Grain Valley, MO 64029TRUST BUT VERIFY
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