Kevin D Kuebler
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
15 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$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
15 years in the industry.
- Cambridge Investment Research Advisors, Inc.Feb 2021 to now
- Cambridge Investment Research, IncFeb 2021 to now
- New Perspectives Financial Services, LLCDec 2016 to now
- Avantax Advisory ServicesOct 2019 to Feb 2021
- Avantax Investment Services, Inc.Oct 2019 to Feb 2021
- Insight Cpas and Financial, LLCMay 2011 to Dec 2016
- Avantax Insurance Services, Inc.Feb 2011 to Feb 2021
- 1st Global Advisors, Inc.Feb 2011 to Oct 2019
- 1st Global Capital CorpFeb 2011 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 3 states (IL, MO, 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
- 4638181
- Firm CRD
- 134139