TB
Tyler M. Burgess
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Joplin, MO 64801
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CRD#: 6723061
TB
Professional summary
Tyler Mcknight Burgess, who also goes by Tyler Burgess, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Joplin, Missouri and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Joplin, Missouri.
Tyler is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Tyler has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tyler Burgess
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 A RIA. INV REL, 80 HR/MO 80 HR/MO TRADING, 06/2020 2) TWO'S INDOOR BASEBALL, 30 S MAIN STREET WEBB CITY MO, BASEBALL TRAINING FACILITY, OWNER/INSTRUCTOR, 10/2019, NIR, 8 HR/WK 0 HR/TRADING 3) MEDICARE 4 STATES, 30 S MAIN STREET WEBB CITY MO, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES,12/2019, NIR, 10 HR/WK 10/TRADING 4) TYLER AND KORTLYNN BURGESS, 30 S MAIN ST WEBB CITY MO, 10/2018, COMMERCIAL PROPERTY OWNER, REAL ESTATE, NIR, 1 HR/MO 0 HR/MO TRADING 5) HFI MEDICARE, 30 S MAIN STREET WEBB CITY MO, 12/15/2019, Agent, Insurance/Benefits/Human Resources, NIR, 40 HR/MO - 40 HR/MO TRADING 6) MOUNT HOPE CEMETERY BOARD, 3700 N RANGELINE ROAD WEBB CITY MO, 05/2024, BOARD MEMBER, Volunteer, NIR, 1 HR/MO 0 HR/MO TRADING 7) CLEVENGER FINANCIAL, 216 S MAIN ST JOPLIN MO 64801, United States, 08/05/2024, IAR, DBA, INV REL, 160 HR/MO 160 HR/MO TRADING 8) FINANCIAL INTEGRATORS, 4140 Grand Ave., Des Moines IA 50312, 01/2025, W2 Employee, DBA Name, INV REL, 180 HR/MO, 140 HR/MO TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Tyler Mcknight Burgess'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
June 12, 2020 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 216 S Main St., Joplin, MO 64801RIA
CRD#: 134139
Joplin, MO
Current
June 12, 2020 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 216 S Main St., Joplin, MO 64801BD
CRD#: 39543
Joplin, MO
Past
October 21, 2019 - June 12, 2020
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
Webb City, MO
Past
June 5, 2019 - June 12, 2020
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
Webb City, MO
Past
July 29, 2017 - June 7, 2019
THE O.N. EQUITY SALES COMPANY
BD
CRD#: 2936
SPRINGFIELD, MO
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
Alabama(3/6/2025)
RR
Arizona(6/12/2020)
RR
Arkansas(6/12/2020)
RR
Kansas(6/12/2020)
RR
Mississippi(3/6/2025)
RR
Missouri(6/12/2020)
IAR
Missouri(6/12/2020)
RR
North Carolina(6/26/2023)
RR
Oklahoma(6/12/2020)
RR
South Carolina(3/6/2025)
RR
Texas(3/6/2025)
IAR
Texas(3/6/2025)
RR
Utah(6/12/2020)
RR
Virginia(3/6/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/9/2020
General Securities Representative ExaminationGeneral 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
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.
