Kevin Bradley Martin

SPECTRUM WEALTH ADVISORY GROUP, LLC

GRANITE BAY, CA · CRD#

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SPECTRUM WEALTH ADVISORY GROUP, LLC

GRANITE BAY, CA · CRD#

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SPECTRUM WEALTH ADVISORY GROUP, LLC

GRANITE BAY, CA · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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SPECTRUM WEALTH ADVISORY GROUP, LLC

GRANITE BAY, CA · CRD#

Years of Experience

33 years in the financial services industry

Current & Past Employments

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.·CRD# 134139

RIA

2102 Frascati Dr., El Dorado Hills, CA 95762

December 9, 2022 - Present

CAMBRIDGE INVESTMENT RESEARCH, INC.·CRD# 39543

BD

El Dorado Hills, CA

December 9, 2022 - Present

CANTELLA & CO., INC.·CRD# 13905

RIA

El Dorado Hills, CA

July 14, 2008 - April 3, 2023

CROCKER SECURITIES LLC·CRD# 119523

RIA

El Dorado Hills, CA

September 27, 2007 - July 11, 2008

CROCKER SECURITIES LLC·CRD# 119523

BD

El Dorado Hills, CA

July 26, 2002 - July 11, 2008

CANTELLA & CO., INC.·CRD# 13905

BD

El Dorado Hills, CA

November 14, 1995 - December 9, 2022

IBIS SECURITIES, LLC·CRD# 38538

BD

Walnut Creek, CA

July 14, 1995 - November 1, 1995

IBIS SECURITIES, LLC·CRD# 38538

BD

Walnut Creek, CA

July 14, 1995 - November 26, 2002

ALAMO CAPITAL·CRD# 26193

BD

Walnut Creek, CA

January 11, 1994 - November 20, 1995

WESTHOFF, CONE & HOLMSTEDT·CRD# 25502

BD

Walnut Creek, CA

November 10, 1993 - March 26, 1996

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SPECTRUM WEALTH ADVISORY GROUP, LLC

GRANITE BAY, CA · CRD#

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Current Firm

CI

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CRD#: 134139 / SEC#: 801-63930

RIA

Registered Investment Advisory firm - SEC (2/3/2005 Approved)

Contact Information

Main Address

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757

Phone Number

(641) 472-5100

# of Employees

3,527

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Part 2 Brochures

CIRA ADV 2A (8/20/2026)

WEALTHPORT WRAP BROCHURE (8/20/2026)

Regulatory Assets Under Management

Total Number of Accounts

608,275

AUM (Assets Under Management)

$138,694,510,180

Accountant Surprise Examination Report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/16/2025	Cover Page	Report
11/26/2025	Cover Page	Report
12/09/2024	Cover Page	Report
04/29/2024	Cover Page	Report

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SPECTRUM WEALTH ADVISORY GROUP, LLC

GRANITE BAY, CA · CRD#

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) ALPINE WILDFIRE, EL DORADO HILLS CA, 11/2021, W2 Employee, Using Trade Name/dba, NIR, 10 HR/MO, 0 HR/MO Trading, 2) KBM ADVISORS INC, El Dorado Hills CA, 05/2008, W2 Employee, Owner/Partner of a Business Entity, NIR, 10 HR/MO, 0 HR/MO Trading 3) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 12/2022, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING 4) KBM ADVISORS INC, 2102 Frascati Dr, El Dorado Hills CA 95762, United States, 05/01/2008, W2 Employee, Owner/Partner of a Business Entity, NIR, 10 HR/MO - 0 HR/MO TRADING

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SPECTRUM WEALTH ADVISORY GROUP, LLC

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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.

CRD#: 134139 / SEC#: 801-63930

RIA

Registered Investment Advisory firm - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

California
(12/9/2022)

IAR

California
(12/9/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

FINRA

SRO Registrations

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SPECTRUM WEALTH ADVISORY GROUP, LLC

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CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Bradley Martin's CRS (Customer Relationship Summary).

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SPECTRUM WEALTH ADVISORY GROUP, LLC

GRANITE BAY, CA · CRD#