KV
Kurt A. Vitense
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Coralville, IA 52241
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CRD#: 4764456
KV
Professional summary
Kurt Alan Vitense is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Coralville, Iowa and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Coralville, Iowa.
Kurt is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Kurt has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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, 05/2020, AS ADVISORY REP OF A RIA, INV REL, 80 HRS/MO, 80 HRS/MO TRADING. 2) IOWA CITY COMMUNITY SCHOOL DISTRICT, 1900 MORNINGSIDE DR, IOWA CITY, IA, 04/2012, HS BASEBALL COACH, NIR, 200 HR/YR 0 HR/YR TRADING 3) FIXED INSURANCE, 2771 OAKDALE BLVD, STE 3, CORALVILLE, IA, 01/2004, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES,INV REL, 4 HR/MO 4 HR/MO TRADING 4) C & E FITNESS, 2400 NORTH DODGE, IOWA CITY, IA, CO-OWNER, FITNESS CLUB, 10 HR/MO 0 HR/MO TRADING 5) JUNIOR ACHIEVEMENT OF EASTERN IOWA, 324 3RD STREET, CEDAR RAPIDS, IA, 06/2011, BOARD MEMBER, NON-PUBLIC ENTITY, NIR, 1 HR/MO 0 HR/MO TRADING 6) 2400 NORTH DODGE, LLC, 2400 NORTH DODGE STREET, IOWA CITY, IA, 07/2017, CO-OWNER, NIR, 10 HR/MO 0 HR/MO TRADING 7) BFS RE, LLC, 2771 OAKDALE BLVD, SE 3, CORALVILLE, IA, 02/2020, CO-OWNER, LAND/RE, NIR, 1 HR/MO 0 HR/MO TRADING 8) BFS, LLC, 2771 OAKDALE BLVD STE 3, CORALVILLE, IA, 01/2019, CO-OWNER, IAR, INV REL, 160 HR/MO 160 HR/MO TRADING 9) PERFECT GAME USA, 850 TWIXT ROAD, CEDAR RAPIDS, IA, 09/2021, BASEBALL COACH, NIR, 40 HR/MO 0 HR/MO TRADING 10) BFS FAIRFIELD, LLC, 107 E. WASHINGTON AVE, FAIRFIELD IA, 01/2022, CO-OWNER, LLC FOR REVENUE AND EXPENSES, NIR, 4 HR/MO 4 HR/MO TRADING 11) BFS CORALVILLE LLC, 2229 E GRANTVIEW LN, SUITE 1, CORALVILLE, IA, 01/2023, OWNER, BUSINESS ENTITY, INV REL, 30 HR/MO 30 HR/MO TRADING 12) BFS KALONA LLC, 208 5TH ST KALONA IA 52247, 01/2024, OWNER, BUSINESS ENTITY, INV REL, 5 HR/MO 5 HR/MO TRADING 13) BFS KALONA REAL ESTATE LLC, 208 5TH ST KALONA IA 52247, 01/2024, OWNER, REAL ESTATE, NIR, 1 HR/MO 1 HR/MO TRADING 14) JJP 2, LLC, 4140 Grand Ave, Des Moines IA 50312, 12/2024, Owner, Owner/Partner of a Business Entity, INV REL, 2 HR/MO, 1 HR/MO TRADING. 15) FINANCIAL INTEGRATORS, 4140 Grand Ave., Des Moines IA 50312, 01/2025, Partner, DBA Name, INV REL, 180 HR/MO, 140 HR/MO TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Kurt Alan Vitense'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
May 19, 2020 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 2229 E Grantview Lane #1, Coralville, IA 52241RIA
CRD#: 134139
Coralville, IA
Current
May 19, 2020 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 2229 E Grantview Lane #1, Coralville, IA 52241BD
CRD#: 39543
Coralville, IA
Past
February 26, 2009 - May 29, 2020
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
CORALVILLE, IA
Past
June 29, 2004 - May 29, 2020
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
CORALVILLE, IA
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
Alaska(3/3/2021)
RR
Arizona(5/19/2020)
RR
California(5/19/2020)
RR
Colorado(5/19/2020)
RR
Florida(5/19/2020)
RR
Georgia(1/3/2023)
RR
Hawaii(5/19/2020)
RR
Illinois(5/19/2020)
RR
Iowa(5/19/2020)
IAR
Iowa(5/19/2020)
RR
Kansas(5/19/2020)
RR
Michigan(5/19/2020)
RR
Minnesota(5/19/2020)
RR
Nebraska(1/3/2023)
RR
Nevada(3/3/2021)
RR
New Jersey(1/2/2024)
RR
New York(1/3/2023)
RR
North Carolina(5/19/2020)
RR
North Dakota(1/2/2024)
RR
Oklahoma(1/3/2023)
RR
Oregon(1/3/2023)
RR
South Dakota(1/3/2023)
RR
Texas(5/19/2020)
IAR
Texas(5/19/2020)
RR
Washington(1/3/2023)
RR
Wisconsin(5/19/2020)
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
Registered Investment Advisory firm - (2/3/2005 Approved)Upgrade to AdvisorCheck Premium
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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#: 134139Coralville, IA 52241TRUST BUT VERIFY
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