Kevin Gerald Hagerty

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2012 → Present
  Cambridge Investment Research Inc
  Fairfield, IA
• 12/2012 → Present
  Cambridge Investment Research Advisors Inc
  Fairfield, IA

Previous Registrations

• 2006-11-22 → 2012-12-12
  Msi Financial Services, Inc.
  Cincinnati, OH
• 2001-09-04 → 2005-04-05
  Valic Financial Advisors, Inc.
  Independence, OH

Other Businesses

1.OWN 1 SINGLE FAMIY HOMES THAT IS USED FOR RENTAL INCOME PURPOSES BEGAN 06/2009, 2HRS/WKEND ACTIVITY ONLY 2.INDEPENDENT INSURANCE AGENT, 410 HIGHLAND AVE, FORT THOMAS, KY, 9/2012 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 1/YR - 0/TRADING. 3.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20/WK - 20/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 4.INTERDEPENDENT ADVISORS, 7432 Jager Ct., Cincinnati OH 45230, United States, 10/27/2025, Investment Advisor Representative, 1099, Investment Related, 20 HR/MO 20 HR/MO TRADING 5.CRNA FINANCIAL, 7426 Jager Ct., Cincinnati OH 45230, United States, 10/27/2025, W2 Employee, DBA Name, NIR, 5 HR/MO 5 HR/MO TRADING 6.THE ROSSELOT FINANCIAL GROUP, Rosselot Financial Group, 7426 Jager Court, Cincinnati OH 45230, United States, 02/07/2022, Financial Advisor, DBA Name, NIR, 200 HR/MO 200 HR/MO TRADING

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-05-16