David
Kaiser

Cambridge Investment Research Advisors, Inc

CRD#2461995
Investment Advisor
in Denver, CO
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About this Advisor

David Kaiser is an investment advisor who works out of Denver, Colorado. Currently an advisor with Cambridge Investment Research Advisors, Inc, they have accrued 18 years of professional experience. Kaiser maintains Series 63 and Series 65 licenses, which qualify the advisor as both a securities agent and an investment advisor representative. Kaiser can act as a financial advisor in Colorado and Texas. Their career trajectory has included roles at Securities America, Inc, Pinnacor Financial Group, Inc, Securities America Advisors, Inc, Wesley Partners, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Cambridge Investment Research Advisors, Inc is headquartered in Denver, Colorado, and has 1,728 additional brick-and-mortar locations throughout the country. As a registered investment advisory firm, Cambridge Investment Research Advisors, Inc oversees $40 billion in assets across 225,374 accounts and employs more than 2,672 people. The firm's total assets under management places it among the largest investment advisory firms in the United States. The firm manages 196,087 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 7% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Cambridge Investment Research Advisors, Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. The firm's fees may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

18 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

3801 East Florida Avenue, Suite 400
Denver, CO 80210

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$40,310,842,455

CO Average: $9,259,360,772
Total Number of Employees

2,672

CO Average: 166
Total Number of Accounts

225,374

CO Average: 7,189
Average Account Size

$178,862

CO Average: $1,287,990

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Market timing services
  • Educational seminars/workshops

David Kaiser Work History

David has 18 years of experience.

2008 - Present (11 years)

Cambridge Investment Research, Inc

2008 - Present (11 years)

Cambridge Investment Research Advisors, Inc

2007 - Present (12 years)

Wesley Partners

2001 - 2008 (7 years)

Securities America Advisors, Inc

2000 - 2008 (8 years)

Securities America, Inc

2000 - Present (19 years)

Pinnacor Financial Group, Inc

2000 - Present (19 years)

Pinnacor Financial Group, Inc

Disclosures

David Kaiser has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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