Kelly Lin Bambrough-Lugar

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

• 04/2004 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 04/2004 → Present
  Cambridge Retirement Advisors, Inc
  Fairfield, IA

Other Businesses

1. INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2. FIRST FOCUS FINANCIAL GROUP, 2900, troy MI 48084-1309, United States, 11/20/2024, W2 Employee, DBA, INV REL, 80/Mo - 80/Trading 3. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 07/01/2025 4. FIRST FOCUS FINANCIAL GROUP, 2900 COOLIDGE HWY, BERKLEY MI 48072, United States, 11/20/2024, W2 Employee, DBA Name, INV REL, 80HR/MO - 80HR/Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-16
• S63 Uniform Securities Agent State Law Examination
  2000-04-29

Other Names

• Kelly L Bamrough
• Kelly Lin Lugar
• Kelly Lin Bambrough