Cambridge Investment Research Advisors, Inc

Investment Advisor
in Cleveland, OH

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About this Advisor

Kevin Currutt is a certified financial planner and chartered financial consultant who works in Cleveland, Ohio, with 1 year of industry experience. Currutt is an advisor for Cambridge Investment Research Advisors, Inc. The advisor has gained experience at Surefoot, Montage Hotel And Resorts, Farm Bureau Financial Services, Mountain West Farm Bureau, Fbl Marketing, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Currutt has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Ohio. Cambridge Investment Research Advisors, Inc is a financial advisory company based out of Fairfield, IA. The company has offices in 2,023 locations and a total of 3,352 employees. It administers $82 billion in total assets across its 461,370 client accounts, making it one of the biggest firms in the nation by assets under management. The firm serves six charities and foundations. Of its 461,370 customer accounts, just 10% belong to high-net-worth investors who have at least $1 million in investable assets. The company performs a number of services, including 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. A financial advisor's fees largely are based on which services are offered. However, fee types charged by Cambridge Investment Research Advisors, Inc may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 65, Series 63, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

1 year

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

Office Location

6120 Parkland Blvd. Ste. 101
Cleveland, OH 44124

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management


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


OH Average: 166
Total Number of Accounts


OH Average: 7,189
Average Account Size


OH Average: $1,287,990

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

Kevin Currutt Work History

Kevin has been registered as a financial advisor for 1 years.*

2022 - Present (1 year)

Cambridge Investment Research, Inc

2022 - Present (1 year)

Cambridge Investment Research Advisors, Inc

2018 - 2022 (4 years)

Northwestern Mutual Life Insurance Company

2018 - 2022 (4 years)

Northwestern Mutual Investment Services LLC

2018 - 2022 (4 years)

Northwestern Mutual Wealth Management Company

2014 - 2018 (4 years)

Farm Bureau Financial Services

2014 - 2018 (4 years)

Mountain West Farm Bureau

2014 - 2018 (4 years)

Fbl Marketing

2013 - 2013 (< 1 year)


2013 - 2014 (1 year)

Montage Hotel And Resorts

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Kevin Currutt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cambridge Investment Research Advisors, Inc

John Ladick
Fairfield, IA
Herbert Modrak
Glen Allen, VA
Laurie Taylor
Ormond Beach, FL
Ryan Bouchard
Kennesaw, GA
Winston Malone
Roanoke, TX
Enrico Bawar
Staten Island, NY
James Hinson
Brentwood, TN
Crescencio Alvarez
Fairfield, IA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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