Kevin Matthew Grosskoph
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
13 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
13 years in the industry.
- Cambridge Investment Research Advisors, Inc.Sep 2026 to now
- Cambridge Investment Research, Inc.Feb 2025 to now
- Lifepoint Financial SolutionsFeb 2025 to now
- Spina Bifida Coalition, Inc.Feb 2024 to now
- Comey & Shepherd RealtorsMay 2020 to now
- UnemployedMar 2020 to May 2020
- 3dx ScenicFeb 2018 to Mar 2020
- UnemployedJan 2018 to Feb 2018
- The Children's Theatre of CincinnatiDec 2017 to Jan 2018
- Royal Theatre CompanySep 2017 to Nov 2017
- Utah Festival Opera & Musical TheatreMay 2017 to Aug 2017
- Wright State UniversityAug 2013 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 8040049
- Firm CRD
- 134139