Kasey Somers Closs
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
10 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$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
10 years in the industry.
- Cambridge Investment Research Advisors, Inc.Jul 2023 to now
- Cambridge Investment Research, Inc.Jul 2023 to now
- MML Investors Services, LLCJul 2018 to Jul 2023
- Mass Mutual Life Insurance CoJun 2018 to Jul 2023
- Hornor, Townsend & Kent, Inc.Jul 2017 to Jun 2018
- Penn Mutual Life Insurance CoJun 2017 to Jun 2018
- UnemployedFeb 2017 to Jun 2017
- Wells Fargo Clearing Services, LLCNov 2016 to Feb 2017
- Wells Fargo Advisors, LLCAug 2016 to Feb 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (OR, 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
- 6698433
- Firm CRD
- 134139