Brently John Klontz

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:

Current Employers

Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2019-04-29
AZ	RA	APPROVED	2017-09-21

TX RA
APPROVED_RES

Since 2019-04-29
AZ RA
APPROVED

Since 2017-09-21

Branch Locations

430 W Warner Rd. Ste. 116, Tempe, AZ 85284 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Next Financial Grou P Inc	Phoenix	AZ	10/2012	08/2017
Cambridge Investment Research, Inc.	Fairfield	IA	09/2017	Present
Cambridge Investment Research Advisors, Inc.	Fairfield	IA	09/2017	Present

10/2012 → 08/2017

Next Financial Grou P Inc

Phoenix, AZ
09/2017 → Present

Cambridge Investment Research, Inc.

Fairfield, IA
09/2017 → Present

Cambridge Investment Research Advisors, Inc.

Fairfield, IA

Previous Registrations

2013-03-13 → 2017-08-29

Next Financial Group, Inc.

Scottsdale, AZ

Other Businesses

1) BRENTLY J KLONTZ, 7517 S MCCLINTOCK DR, STE 105, TEMPE AZ, Independent Insurance Agent for Various Independent Insurance Companies, 7/26/2012. INV REL - 20/monthly, 20/trading 2) All of Life Financial L.L.C, 7517 S MCCLINTOCK DR, STE 105, Tempe AZ. 9/11/2017. MEMBER. Not Investment Related. 160/monthly, 160/trading 3) BRENTLY J KLONTZ, 7517 S MCCLINTOCK DR STE 105 TEMPE AZ, 9/2013. PERSONAL RENTAL PROPERTY. Not Investment related,1/monthly, 0/trading 4) BRENTLY KLONTZ, SOLE PROPRIETOR, 7517 S MCCLINTOCK DR STE 105 TEMPE AZ 85284, 6/2013, Not investment related, 10/yearly, 0/trading 5) CIRA- 1776 Pleasant Plain Road, Fairfield IA, 52556. Advisory Rep of a Registered Investment Advisor. investment related, 40/weekly, 30/trading. See employment history for start date 6) THE PINE HOUSE LLC, Flagstaff AZ 86004, United States, 02/14/2023, Owner, Real Estate, NIR, 1 HR/MO - 1 HR/MO TRADING 7) BRENTLY KLONTZ PICKLEBALL PRO AND COACH, TEMPE AZ 85281, 09/2023, COACH/PLAYER, SPORTS, NIR, 10 HR/MO 2 HR/MO TRADING 8) ALL OF LIFE HOLDINGS LLC, 430 W WARNER RD SUITE 116, TEMPE AZ 85284, 12/2023, OWNER, REAL ESTATE, NIR, 1 HR/MO - 1 HR/MO TRADING. 9) THE ELM HOUSE LLC, 4513 S Elm St, Tempe AZ 85282, 08/16/2024, Owner, Real Estate, NIR, 1 HR/MO, 1 HR/MO TRADING. 10) SOLANA, 430 W. Warner Rd Suite 116, Tempe AZ 85284, United States, 08/20/2024, Owner, Using a Trade Name / DBA, INV REL, 160 HR/MO, 160 HR/MO TRADING.