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Kevin John Arndt

Investment adviser representative at Cambridge Investment Research Advisors, Inc.
19 yearsExperience
1 stateRegistered 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

19 years in the industry.

  1. Cambridge Investment Research Advisors, Inc.Sep 2025 to now
  2. Cambridge Investment Research, Inc.Sep 2025 to now
  3. Osaic Wealth, Inc.Jun 2024 to Sep 2025
  4. Securities America AdvisorsAug 2022 to Jun 2024
  5. Securities America, Inc.Aug 2022 to Jun 2024
  6. Next Financial Group IncFeb 2007 to Aug 2022

Exams passed

  • Series 63 · Uniform Securities Agent State Law1995
  • Series 65 · Uniform Investment Adviser Law1999
  • Series 66 · Uniform Combined State Law2014

State registrations

Registered as an investment adviser representative in 1 state (NY).

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
2517944
Firm CRD
134139
Advisor's SEC record (opens in a new tab)
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