Kristen M. Heller

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

• 01/2019 → 12/2021
  Mass Mutual Life Insurance Company
  Southborough, MA
• 07/2020 → 12/2021
  Mml Investors Services, Llc
  Southborough, MA
• 09/2007 → 07/2018
  National Development
  Newton Lower Falls, MA
• 08/2018 → 12/2018
  Unemployed
  Holliston, MA
• 01/2019 → Present
  Baystate Financal
  Southborough, MA
• 12/2021 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 12/2021 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2021-05-06 → 2021-12-14
  Mml Investors Services, Llc
  Southborough, MA

Other Businesses

1) KRISTEN HELLER, 24 WATER ST STE 4-17 HOLLISTON MA, 12/2019, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 5 HR/MO 5 HR/MO TRADING 2) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 12/2021, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO 40 HR/MO TRADING 3) PLANNING FOR GOOD, Holliston MA 01746, United States, 12/15/2021, IAR, DBA Name, 160 HR/MO 120 HR/MO TRADING 4) LIBRE ADVISOR NETWORK, One W Boylston St, Suite 202, Worcester MA 01605, United States, 09/08/2025, OSJ has created entity which provides education, oversight and resources to me as an advisor, Networking, NIR, 1 HR/MO - 1 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2021-01-02

Other Names

• Kristen Marie Anderson
• Kristen Heller
• Kristen Marie Heller
• Kristen M. Heller
• Kristin M. Heller