Kyle Ellingson, financial advisor West Des Moines IA

Kyle Ellingson

CRD Number: 2070255
Current Firm: Cambridge Investment Research Advisors, Inc.

Kyle Ellingson (CRD# 2070255) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in West Des Moines, IA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. West Des Moines, IA Oct 2018 - Current 5
Cambridge Investment Research Advisors, Inc. Fairfield, IA Oct 2018 - Current 5
Broker Dealer Financial Services Corp. West Des Moines, IA Jan 2001 - Current 23
Walnut Street Securities, Inc. W Des Moines, IA Jun 1990 - Current 33
Investment Advisors Corp West Des Moines, IA Feb 2006 - Oct 2018 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1990
S65 NASAA Investment Advisors Law Examination Feb 2006
Contact Info for Kyle R. Ellingson
Phone Number: 641-472-5100
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    82,428
    MILLIONS
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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