Kindsey Ely, financial advisor Stillwater OK

Kindsey Ely

CRD Number: 6159972
Current Firm: Cambridge Investment Research Advisors, Inc.

Kindsey Ely (CRD# 6159972) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Stillwater, OK and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Sep 2022 - Current 1
Cambridge Investment Research Advisors, Inc. Fairfield, IA Sep 2022 - Current 1
Enj Insurance LLC Alva, OK Jan 2019 - Current 5
Blue Sky Media Alva, OK Jun 2016 - Current 7
Enj Financial Alva, OK May 2016 - Current 7
United Planners' Financial Services Of America A Limited Partner Scottsdale, AZ Nov 2020 - Sep 2022 1
Avantax Insurance Agency, LLC Alva, OK Dec 2014 - Nov 2020 5
Avantax Advisory Services Alva, OK Feb 2014 - Nov 2020 6
Wymer Brownlee Tax And Financial Management Enid, OK Jul 2013 - Nov 2020 7
Avantax Investment Services, Inc. Alva, OK Jul 2013 - Nov 2020 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2014
S63 Uniform Securities State Law Examination Oct 2013
Contact Info for Kindsey B. Ely
Phone Number: 641-472-5100
Registered State(s):
  • OK
  • TX
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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