David Robert Kuzma

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

• 06/2015 → Present
  Cambridge Investment Research Inc.
  Fairfeild, IA
• 08/2016 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Other Businesses

1. CIRA, 1776 PLEASANT PLAIN ROAD, FAIRFIELD IA, AS ADVISORY REP OF A RIA. INVESTMENT RELATED 40/WEEK 40/TRADE. 06/27/16. 2. THE CATHOLIC BUSINESS NETWORK OF MONTGOMERY COUNTY, PO BOX 34549, BETHESDA, MD, BOARD MEMBER OF A NON-PUBLIC ENTITY, 07/01/17, NIR, 3/MO- 0/TRADING 3. DAVID R KUZMA, 4018 WHARTON TURN, BOWIE, MD, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 03/10/21, INV REL, 15 HR/YR- 1/TRADING HR. 4. AQUILO PRIVATE WEALTH ADVISOR,LLC, 4018 WHARTON TURN, BOWIE, MD, AUTHOR- 07/26/21, INV REL, 3 HR/MO- 3/TRADING HR. -This book is being created by me for informational and sales purpose 5. DAVID KUZMA, 4018 Wharton Turn, Bowie MD 20715, AUTHOR/EDUCATOR/PODCAST/SPEAKER, NIR, 3 HR/MONTH 3 HR/MONTH TRADING 6. BLUE CHAIR PUBLISHERS, LLC, 4018 Wharton Turn, Bowie MD 20715, United States, 02/09/2022, Owner, Owner/Partner of a Business Entity, NIR, 3 HR/MO - 2 HR/MO TRADING 7. EXIT PLANNING EXCHANGE - MD CHAPTER / 814 Hilltop Rd, Catonsville MD / 11/2022 / BOARD MEMBER / NIR / 3 HR/MO - 3 HR TRADING 8. AQUILO ACCOUNTING & TAX, LLC, Bowie MD 20715, 04/08/2024, Owner, Tax Services, NIR, 8 HR/MO, 0 HR/MO TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-06-25
• S63 Uniform Securities Agent State Law Examination
  2016-05-19

Other Names

• Dave R Kuzma