Kevin Paul Monroe
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
34 yearsExperience
2 statesRegistered in
ChFC®Designation
$138.7BFirm assets
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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
34 years in the industry.
- Cambridge Investment Research Advisors, Inc.Sep 2024 to now
- Cambridge Investment Research, Inc.Sep 2024 to now
- Shiloh Corp.Jan 2002 to now
- Modern Woodmen of AmericaOct 1992 to now
- Monroe FinancialJan 1992 to now
- Mwa Financial Services, Inc.Oct 2002 to Sep 2024
Designations
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 2 states (ME, TX).
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
- 4062097
- Firm CRD
- 134139