Kelli Brix

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

• 06/2022 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2020 → 01/2023
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2016 → 06/2020
  University Of Iowa
  Iowa City, IA
• 06/2019 → 08/2019
  Emerson
  Marshalltown, IA
• 06/2018 → 08/2018
  Renewable Energy Group
  Ames, IA
• 06/2017 → 08/2017
  Ymca
  Davenport, IA
• 06/2016 → 08/2017
  Davenport Country Club
  Bettendorf, IA
• 01/2023 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 01/2023, AS ADVISORY REP OF An RIA, INV REL, 80 HR/MO 40 HR/MO TRADING 2) KELLI BRIX, 4140 GRAND AVE DES MOINES IA, 07/2023, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 160 HR/MO, 160 HR/MO TRADING 3) ANKENY CENTENNIAL SCHOOL, 2220 NW STATE ST ANKENY IA, 05/2024, COACH, YOUTH SPORTS, NIR, 50 HR/MO 0 HR/MO TRADING 4) FINANCIAL INTEGRATORS, 4140 Grand Ave, Des Moines IA 50312, 01/2025, W2 EMPLOYEE, DBA NAME, INV REL, 180 HR/MO - 140 HR/MO TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2022-11-12

Designations

• Certified Financial Planner

Other Names

• Kelli Brix
• Kelli Degeorge