Kelly Lynn Higgins

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

• 01/2015 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 01/2015 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2010-07-02 → 2014-12-31
  Lpl Financial Llc
  Troy, MI
  Troy, MI
  Bloomfield Hills, MI
• 2010-09-28 → 2013-04-10
  Wealth Management Services, Llc
  Bloomfield Hills, MI

Other Businesses

1.LAUTUS WEALTH ADVISORY, LLC, 2125 Butterfield Drive, Suite 101 N, Troy MI 48084, United States, 01/01/2015, Owner, DBA Name, NIR, 1 HR/MO - 0 HR/MO TRADING 2.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 1960/YR - 7/TRADING. 01/01/15 3.HIGGINS FINANCIAL PLANNING, LLC, 4721 Pier Drive, Troy MI 48098, United States, 01/01/2015, Owner, Owner/Partner of a Business Entity, NIR, 2 HR/MO - 0 HR/MO TRADING 4.LAUTUS WEALTH ADVISORY, LLC, 2125 Butterfield Drive, Suite 101 N, Troy MI 48084, United States, 01/01/2015, Owner, Insurance/Benefits/Human Resources, NIR, 2 HR/MO - 1 HR/MO TRADING. 5.ANDREW HIGGINS DBA VORSORA, 4721 Pier Dr, Troy MI 48098, United States, 12/06/2024, Spouse of Owner, Technology, NIR, 0 HR/MO - 0 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-07-21
• S63 Uniform Securities Agent State Law Examination
  1998-06-19

Designations

• Certified Financial Planner

Other Names

• Kelly Lynn Pawlak