Chad Matthew Glover

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

• 12/2003 → 06/2018
  Massmutual
  Overland Park, KS
• 01/2004 → 06/2018
  Mml Investors Services
  Overland Park, KS
• 06/2018 → 05/2023
  Securities America, Inc.
  Overland Park, KS
• 06/2018 → 05/2023
  Securities America Advisors
  Overland Park, KS
• 05/2023 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 05/2023 → Present
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA

Previous Registrations

• 2018-06-07 → 2023-05-18
  Securities America Advisors, Inc.
  Overland Park, KS
• 2007-05-30 → 2018-06-11
  Mml Investors Services, Llc
  Leawood, KS
  Baldwin, KS
  Overland Park, KS
  Overland Park, KS
  Leawood, KS

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO 120 HR/MO TRADING, 05/2023 2) PREMIER INCOME PARTNERS, 8700 INDIAN CREEK PARKWAY SUITE 350 OVERLAND PARK KS 66210, 05/2023, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE AGENCIES, INV REL, 80 HR/MO 80 HR/MO TRADING 3) BUKATY, 4601 College BLVD, STE 100, Leawood KS 66211, 05/2023, Referral, 1099 Contractor, NIR, 0 HR/MO - 0 HR/MO TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2007-05-14
• S63 Uniform Securities Agent State Law Examination
  2004-02-10

Designations

• Chartered Financial Consultant

Other Names

• Chad Glover