Kerri Irick Churchill

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

• 10/2011 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 02/2005 → Present
  Bennett Wealth Management, Llc
  St. Albans, VT

Other Businesses

1) KERRI CHURCHILL, LLC, 154 N MAIN ST ST ALBANS VT, BOARD MEMBER OF PUBLIC ENTITY, 01/2021, INV REL, OWNER DBA, 40 HR/WK 35 HR/TRADING 2) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 04/2018, AS ADVISORY REP OF A RIA. INV REL, 80 HR/MO 80 HR/MO TRADING 3) BENNETT WEALTH MANAGEMENT LLC, 154 N MAIN ST ST ALBANS VT, 10/2018. INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL 100 HR/YR 2 HR/TRADING 4) SHELDON HISTORICAL SOCIETY, 200 BRIDGE ST SHELDON VT, 08/2024, TREASURER, CIVIC, NIR, 4 HR/MO 0 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-03-31
• S63 Uniform Securities Agent State Law Examination
  2012-09-27

Other Names

• Kerri Irick
• Kerri Kay Irick
• Kerri Kay Irick Churchill