Kenneth J Sagert
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
10 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
10 years in the industry.
- Cambridge Investment Research Advisors, Inc.Jun 2026 to now
- Cambridge Investment Research, Inc.Apr 2025 to now
- Bcf Professional ServicesllcApr 2025 to May 2026
- Bcf Professional ServicesOct 2024 to Apr 2025
- SibelcoJul 2023 to Oct 2024
- Bcf Professional ServicesApr 2023 to Jul 2023
- Mannington Mills IncJan 2021 to Apr 2023
- Record USAApr 2019 to Dec 2020
- UnemployedOct 2018 to Apr 2019
- 3a CompositesMar 2018 to Oct 2018
- Quanex Building ProductsFeb 2016 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 8069134
- Firm CRD
- 134139