Timothy Jon Bellinger

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

• 01/2003 → 10/2020
  Kms Financial Services, Inc
  Seattle, WA
• 10/2020 → 06/2023
  Cantella & Co., Inc.
  Malden, MA
• 12/2022 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 12/2022 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 10/2022 → 12/2022
  Cantella & Co., Inc.
  Malden, MA

Previous Registrations

• 2020-10-16 → 2023-06-01
  Cantella & Co., Inc.
  Dallas, OR
  Malden, MA
  Dallas, OR
  Malden, MA
• 2003-08-06 → 2020-10-16
  Kms Financial Services, Inc.
  Dallas, OR

Other Businesses

1) BELLINGER FINANCIAL SERVICES, 820 SE ACADEMY CT, DALLAS, OR, 01/1996, AGENT, USING A TRADE NAME/DBA, INV REL, 1 HR/MO, 0 HR/MO TRADING. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. 3) BELLINGER BROS. LLC, 820 SE ACADEMY CT, DALLAS, OR, 08/2016, MEMBER/MANAGER, FAMILY LLC, NIR, 1 HR/MO, 0 HR/MO TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-21
• S63 Uniform Securities Agent State Law Examination
  1991-10-04

Designations

• Certified Financial Planner

Other Names

• Tim Bellinger