Kasey
Closs
Cambridge Investment Research Advisors, Inc
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About this Advisor
Kasey Closs is a financial advisor based in Wilsonville, Oregon, working with Cambridge Investment Research Advisors, Inc. Kasey has previously held positions at Wells Fargo Advisors, LLC, Jacksonville Jaguars, Nw Transfer Service Inc, Focused LLC, Sports & Lifestyle Unlimited, Lake Oswego Little League, Wells Fargo Clearing Services, LLC, Penn Mutual Life Insurance Co, Hornor, Townsend & Kent, Inc, Mass Mutual Life Insurance Co, Mml Investors Services, LLC, Cambridge Investment Research, Inc, and Cambridge Investment Research Advisors, Inc. Kasey has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Oregon and Texas. Currently, Kasey is part of Cambridge Investment Research Advisors, Inc, which operates out of Wilsonville, Oregon. The firm has 2,192 offices and 3,312 employees. The firm manages assets totaling $87.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Cambridge Investment Research Advisors, Inc includes asset-based, hourly, fixed, commission-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cambridge Investment Research Advisors, Inc Brokerage Details
$87,368,733,496
3,312
448,526
$194,791
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
Kasey Closs Work History
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Mass Mutual Life Insurance Co
Mml Investors Services, LLC
Penn Mutual Life Insurance Co
Hornor, Townsend & Kent, Inc
Wells Fargo Advisors, LLC
Sports & Lifestyle Unlimited
Wells Fargo Clearing Services, LLC
Jacksonville Jaguars
Nw Transfer Service Inc
Focused LLC
Lake Oswego Little League
Disclosures
Please visit the SEC profile of Kasey Closs 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
Greenville, IL
Grand Junction, CO
Rochester, MI
Deerfield, IL
Camp Hill, PA
Dothan, AL
Massena, NY
Ramsey, MN
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