Kevin Shane Mcmahon

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

• 01/1994 → 12/2024
  Principal Life Insurance Co
  Des Moines, IA
• 04/2025 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 01/2025 → 03/2025
  Unemployed
  Ankeny, IA
• 04/2025 → Present
  Financial Integrators
  Des Moines, IA

Previous Registrations

• 2008-10-07 → 2016-04-25
  Principal Asset Management
  Des Moines, IA

Other Businesses

1. Financial Integrators, 4140 Grand Avenue, Des Moines IA 50312, 04/2025, W2 Employee, DBA Name, INV REL, 180 HR/MO, 140 HR/MO TRADING. 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADMINISTRATIVE REP OF AN RIA. INV REL, 160 HR/MO, 120 HR/MO TRADING, 04/2025

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-11-22

Designations

• Chartered Financial Analyst