Kindsey Brooke Ely
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
13 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
13 years in the industry.
- Cambridge Investment Research Advisors, Inc.Sep 2022 to now
- Cambridge Investment Research, Inc.Sep 2022 to now
- Enj Insurance LLCJan 2019 to now
- Blue Sky MediaJun 2016 to now
- Enj FinancialMay 2016 to now
- United Planners' Financial Services of America a Limited PartnerNov 2020 to Sep 2022
- Avantax Insurance Agency, LLCDec 2014 to Nov 2020
- Avantax Advisory ServicesFeb 2014 to Nov 2020
- Avantax Investment Services, Inc.Jul 2013 to Nov 2020
- Wymer Brownlee Tax and Financial ManagementJul 2013 to Nov 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (OK, 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
- 6159972
- Firm CRD
- 134139