Kason Franklin Wedel

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

• 11/2022 → Present
  Sound Foundation Wealth Advisors
  Meridian, ID
• 04/2023 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 04/2013 → 08/2018
  The Pursuit
  Boise, ID
• 08/2018 → Present
  Ten Mile Christian Church
  Meridian, ID
• 03/2020 → Present
  Stonehill Church
  Meridian, ID
• 09/2021 → Present
  Let It Shine Christmas Lights
  Nampa, ID
• 05/2024 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Other Businesses

1) STONEHILL CHURCH, 1608 N MERIDIAN RD SUITE 125 MERIDIAN ID, 03/2020, DIRECTOR, Creative Arts Director/Pastor, NIR, 160 HR/MO 88 HR/MO TRADING 2) Let is Shine Christmas Lights LLC, 4445 E Burgundy Dr, Nampa ID 83686, United States, 10/01/2021, Owner, 1099 Contractor, NIR, 10 HR/MO - 0 HR/MO TRADING 3) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, AS ADVISORY REP OF A RIA, 05/2024, INV REL, 80 HR/MO 40 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2024-02-20