David Lee Kunhardt
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
36 yearsExperience
2 statesRegistered in
$138.7BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
36 years in the industry.
- Cambridge Investment Research Advisors, Inc.Apr 2021 to now
- Cambridge Investment Research, Inc.Apr 2021 to now
- David Kunharrdt/benefits PlansJan 1990 to now
- Lincoln Financial SecuritiesAug 2018 to Apr 2021
- Hornor, Townsend & Kent, IncFeb 2013 to Feb 2018
- Penn Mutual Life Insurance CompanyFeb 2013 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law1992
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1651471
- Firm CRD
- 134139