Bonnie S. Kirchner
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
MARION, MA 02738
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CRD#: 2219277
Professional summary
Bonnie Susan Kirchner, CFP®, who also goes by Bonnie Susan Bleidt, Bonnie S Kirchner, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Marion, Massachusetts and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Marion, Massachusetts.
Bonnie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Bonnie has worked at 9 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
What are your service offerings?
Retirement Planning
Estate Planning
Insurance Planning
Employee and Employer Plan Ben...
Tax Planning
Investment Planning
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes
Aliases
Bonnie Susan Bleidt | Bonnie S Kirchner
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)PEARSON/PRENTICE HALL, 1 LAKE STREET, UPPER SADDLE RIVER, NJ, 02/11/09, AUTHOR, FINANCIAL EDUCATION PUBLICATIONS, 120 HR/YR- 0 DURING TRADING HOURS. 2)BONNIE KIRCHNER, PO BOX 973, MARION, MA, INDEPENDENT INSURANCE AGENT, MARION, MA, 12/1990 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 15/YR - 10/TRADING. 3)SEA CHANGE FINANCIAL EDUCATION, LLC 163 FRONT STREET, STE 203, MARION, MA 01/08/10, FOUNDER- DEVELOPED TO HOUSE ACTIVITIES SURROUNDING MY BOOK 7 HR/MO- 1 HR/WK TRADING 4)EVEN KEEL FINANCIAL SERVICES, LLC, PO BOX 973, MARION, MA 02738. BEGAN 1/2010 AS OWNER-OPERATING ENTITY FOR INVESTMENT MANAGEMENT AND FINANCIAL PLANNING SERVICES. DEVOTES 40 HR/WK- 35 HR/TRADING. 5)BENTLEY UNIVERSITY, 175 FOREST ST, WALTHAM, MA, 1/2016 AS ADJUNCT FACULTY. NIR - 3 HR/WK - 0/TRADING. 6)RENTAL PROPERTY OWNER, 534 EAST MOUNTAIN ROAD #8, KILLINGTON, VT TWO PROPERTIES IN VERMONT. NIR - 2/WK - 0/TRADING. 7)CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 30/WK - 20/TRADING. 08/24/09. 8)BEVERLY YACHT CLUB COUNCIL MEMBER AND TREASURER, 99 Water Street, PO Box 181 MA 02493, Board Member, Treasurer, NIR, 1 HR/MO - 0 Trading
CRS (Client Relationship Summary) - RIA
Click below to view Bonnie Susan Kirchner'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: 1996
Experience
Current
April 16, 2013 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 163 Front St Ste 203, Marion, MA 02738RIA
CRD#: 134139
MARION, MA
Current
October 1, 2010 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 163 Front St Ste 203, Marion, MA 02738BD
CRD#: 39543
Marion, MA
Past
August 24, 2009 - December 31, 2009
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
MARION, MA
Past
September 13, 2006 - August 25, 2009
MUTUAL SERVICE CORPORATION
RIA
CRD#: 4806
MARIION, MA
Past
September 11, 2006 - August 25, 2009
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
MARIION, MA
Past
March 29, 2005 - September 12, 2006
WINSLOW, EVANS & CROCKER, INC.
RIA
CRD#: 29686
BOSTON, MA
Past
February 12, 2004 - September 12, 2006
WINSLOW, EVANS & CROCKER, INC.
BD
CRD#: 29686
BOSTON, MA
Past
October 9, 2001 - February 20, 2004
DETWILER FENTON & CO.
BD
CRD#: 1794
BOSTON, MA
Past
September 28, 1999 - June 20, 2001
VOYA FINANCIAL PARTNERS, LLC
BD
CRD#: 34815
WINDSOR, CT
Past
April 27, 1993 - October 9, 2001
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
WALTHAM, MA
Past
September 28, 1992 - April 30, 1993
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
BD
CRD#: 5181
BOSTON, MA
Past
September 28, 1992 - April 30, 1993
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
BOSTON, MA
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(10/1/2010)
RR
Florida(5/16/2013)
RR
Illinois(5/16/2013)
RR
Maine(1/2/2014)
RR
Massachusetts(10/1/2010)
IAR
Massachusetts(4/16/2013)
RR
Missouri(1/2/2018)
RR
New Jersey(11/15/2011)
RR
Oregon(8/27/2015)
RR
Rhode Island(3/18/2014)
RR
Vermont(1/4/2021)
RR
Virginia(1/25/2018)
RR
Wisconsin(10/1/2010)
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#: 134139Marion, MA 02738TRUST BUT VERIFY
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