KW
Kenton D. Wilson
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Saint Petersburg, FL 33703
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CRD#: 1708238
KW
Professional summary
Kenton Dean Wilson, who also goes by Kent Wilson, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Saint Petersburg, Florida and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Saint Petersburg, Florida.
Kenton is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Kenton has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kent Wilson
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) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 80 HR/MO, 80 HR/MO TRADING, SEE EMPLOYMENT FOR START DATE. 2) KENTON D WILSON, 112 44TH AVE N, ST. PETERSBURG, FL, 08/1985, INDEPENDENCT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 4 HR/MO, 0 HR/MO TRADING. 3) ONE TWELVE LLC, 112 44TH AVE N, ST PETERSBURG, FL, 02/2013, OWNER, REAL ESTATE, NIR, 1 HR/MO, 0 HR/MO TRADING. 4) WILSON, WILSON & COMPANY RETIREMENT AND ESTATE PLANNING INC, dba WILSON, WILSON & COMPANY WEALTH MANAGEMENT, RETIREMENT AND ESTATE PLANNING(WWW.WWCWEALTHMGT.COM), 112 44TH AVE N, ST PETERSBURG, FL, 04/2008, PRESIDENT, DBA, INV REL, 5 HR/YR, 0 HR/YR TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Kenton Dean Wilson'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 21, 2018 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 112 44th Ave. N, Saint Petersburg, FL 33703RIA
CRD#: 134139
Saint Petersburg, FL
Current
September 18, 2018 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 112 44th Ave. N, Saint Petersburg, FL 33703BD
CRD#: 39543
Saint Petersburg, FL
Past
December 10, 2007 - September 25, 2018
LPL FINANCIAL LLC
RIA
CRD#: 6413
SAINT PETERSBURG, FL
Past
December 7, 2007 - September 25, 2018
LPL FINANCIAL LLC
BD
CRD#: 6413
SAINT PETERSBURG, FL
Past
January 10, 2001 - December 19, 2007
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
ST. PETERSBURG, FL
Past
January 9, 2001 - December 19, 2007
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
ST. PETERSBURG, FL
Past
January 28, 1998 - January 26, 2001
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
ST. PAUL, MN
Past
February 17, 1995 - January 23, 1998
ADVANTAGE CAPITAL CORPORATION
BD
CRD#: 146
ATLANTA, GA
Past
February 4, 1992 - February 24, 1995
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
ST. PAUL, MN
Past
February 20, 1990 - January 22, 1992
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Past
August 25, 1988 - April 5, 1989
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BD
CRD#: 4039
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
California(9/18/2018)
RR
Colorado(9/18/2018)
RR
Connecticut(9/18/2018)
RR
Delaware(9/18/2018)
RR
Florida(9/18/2018)
IAR
Florida(9/21/2018)
RR
Georgia(9/18/2018)
RR
Illinois(9/21/2023)
RR
Indiana(9/18/2018)
RR
Kentucky(9/18/2018)
RR
Maine(9/18/2018)
RR
Maryland(2/1/2021)
RR
Massachusetts(9/18/2018)
RR
Michigan(9/18/2018)
RR
Missouri(2/3/2020)
RR
New Jersey(6/3/2024)
RR
New York(9/18/2018)
RR
North Carolina(9/18/2018)
RR
Ohio(9/18/2018)
RR
Oklahoma(10/2/2025)
RR
Rhode Island(9/18/2018)
RR
Tennessee(6/10/2025)
RR
Virginia(9/18/2018)
RR
Washington(9/18/2018)
RR
Wisconsin(9/18/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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.
