John Brian Kness
Professional Summary
John Brian Kness is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH, INC. located in Dubois, Pennsylvania. John is registered as a RR (Registered Representative) and started their career in finance in 2000. John has worked at 7 firms and has passed the Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
CETERA INVESTMENT ADVISERS LLC
HUMANIZE WEALTH
FREEDOM FINANCIAL ADVISORS, LLC
CHARLES SCHWAB & CO., INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
CETERA INVESTMENT ADVISERS LLC
HUMANIZE WEALTH
FREEDOM FINANCIAL ADVISORS, LLC
CHARLES SCHWAB & CO., INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
CETERA INVESTMENT ADVISERS LLC
HUMANIZE WEALTH
FREEDOM FINANCIAL ADVISORS, LLC
CHARLES SCHWAB & CO., INC.
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.
Similar Advisors
CETERA INVESTMENT ADVISERS LLC
HUMANIZE WEALTH
FREEDOM FINANCIAL ADVISORS, LLC
CHARLES SCHWAB & CO., INC.
Years of Experience
26 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
CETERA INVESTMENT ADVISERS LLC
HUMANIZE WEALTH
FREEDOM FINANCIAL ADVISORS, LLC
CHARLES SCHWAB & CO., INC.
Current Firm
CAMBRIDGE | WEALTH PLANNERS, LLC | NETTUNO WEALTH MANAGEMENT | JORDAN CREEK FINANCIAL SERVICES | FAIRFIELD GLOBAL INVESTMENTS, INC. | CANTELLA & CO., INC. | CAMBRIDGE INVESTMENT RESERARCH, INC. | CAMBRIDGE INVESTMENT RESEARCH, INC.
Contact Information
Main Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757Mailing Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757Phone Number
(641) 472-5100Established
Iowa since 10/12/1995Firm Type
CorporationFiscal Year End
DecemberFirm Size
LargeFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CAMBRIDGE INVESTMENT GROUP, INC. | SHAREHOLDER/HOLDING COMPANY | — |
| BELL, COLLEEN MCGUIRE | PRESIDENT INNOVATION AND EXPERIENCE; DIRECTOR | 5077188 |
| BOEN, RYAN | EVP, CHIEF FINANCIAL OFFICER/FINOP, PRINCIPAL OPERATIONS OFFICER | 7842316 |
| KUHLMAN, RICHARD HENRY | SVP, CHIEF LEGAL OFFICER | 7076563 |
| MILLER, SETH AARON | PRESIDENT ADVOCACY & ADMINISTRATION; GENERAL COUNSEL; DIRECTOR | 5495508 |
| ROBBINS, TAMMY ANN | EXECUTIVE VICE PRESIDENT/CHIEF BUSINESS DEVELOPMENT OFFICER | 3125668 |
| SHAFER, ANDREA LYNN | EVP, CHIEF SUPERVISION OFFICER | 5448499 |
| STONE, CARLA JEAN | FIRST VICE PRESIDENT, FINANCE/CHIEF ACCOUNTING OFFICER | 3193985 |
| TURNER, GREGORY WALTER | EVP, CONSULTING SERVICES | 3144311 |
| VEST, VALARIE KNOBLOCK | EVP, CHIEF EXPERIENCE OFFICER | 3074142 |
| VIVACQUA, JEFFREY FRANCIS | PRESIDENT GROWTH AND DEVELOPMENT; DIRECTOR | 2608892 |
| WEBBER, AMY LYNN | CEO, SECRETARY; DIRECTOR | 1812670 |
| YOUHN, STEPHEN MICHAEL | CHIEF COMPLIANCE OFFICER | 1414691 |
Disclosures
Regulatory Event
15Arbitration
4Similar Advisors
CETERA INVESTMENT ADVISERS LLC
HUMANIZE WEALTH
FREEDOM FINANCIAL ADVISORS, LLC
CHARLES SCHWAB & CO., INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
Similar Advisors
CETERA INVESTMENT ADVISERS LLC
HUMANIZE WEALTH
FREEDOM FINANCIAL ADVISORS, LLC
CHARLES SCHWAB & CO., INC.
State Registrations and Notice Filings
(8/31/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
Similar Advisors
CETERA INVESTMENT ADVISERS LLC
HUMANIZE WEALTH
FREEDOM FINANCIAL ADVISORS, LLC
CHARLES SCHWAB & CO., INC.
CRS (Client Relationship Summary) - BD
Click below to view John Brian Kness's CRS (Customer Relationship Summary).
Similar Advisors
CETERA INVESTMENT ADVISERS LLC
HUMANIZE WEALTH
FREEDOM FINANCIAL ADVISORS, LLC
CHARLES SCHWAB & CO., INC.