Ann Elizabeth Everhart

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

• 05/2015 → 07/2017
  Ann Everhart, Llc
  Denver, CO
• 03/2017 → 11/2020
  Nylife Securities, Llc
  Denver, CO
• 03/2017 → 11/2020
  New York Life Insurance Co
  Denver, CO
• 07/2016 → 12/2016
  Gavia Strategies
  Denver, CO
• 09/2020 → Present
  Eagle Strategies Llc
  Fort Collins, CO
• 11/2020 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 11/2020 → Present
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA

Previous Registrations

• 2020-09-08 → 2020-11-17
  Eagle Strategies Llc
  Fort Collins, CO

Other Businesses

1) ANN NEAL, SOLE PROPRIETOR, 231 S HOWES ST FORT COLLINS CO, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 11/2020, INV REL, OWNER, 40/WK 20/TRADING 2) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, AS ADVISORY REP OF A RIA. INV REL, 40 HR/WK 30 HR/TRADING, 11/2020 3) ANN NEAL INC, 5900 BLUE SPRUCE DR BELLVUE CO, DBA, OWNER, 11/2020, NIR, 40 HR/MO 40 HR/MO TRADING 4) ANN NEAL INC, 1636 REMINGTON ST FORT COLLINS CO, SPEAKING ENGAGEMENTS, 03/2O21, NIR, 4 HR/MO 0 HR/ MO TRADING 5) SOPRIS WEALTH ADVISORS LLC, 231 S HOWES ST FORT COLLINS CO, 06/2022, PARTNER, DBA, NIR, 10 HR/MO 10 HR/MO TRADING 6) ANN EVERHART INC, 1636 REMINGTON ST FORT COLLINS CO, 11/2020, OWNER, CONSULTING/COACHING, NIR, 4 HR/MO 0 HR/MO TRADING 7) DOOR DASH, FORT COLLINS CO, 05/2024, 1099 CONTRACTOR, DERLIVERY DRIVER, NIR, 10 HR/MO 0 HR/MO TRADING 8) GENEROSITY WEALTH MANAGEMENT, 885 Arapahoe Ave, Boulder CO 80302, 11/01/2024, Partner, Using a Trade Name / DBA, NIR, 10 HR/MO, 10 HR/MO TRADING. 9) ANN EVERHART, 1636 Remington St, Fort collins CO 80525, United States, 02/28/2025, Owner, Real Estate, NIR, 8 HR/MO, 0 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2020-08-29
• S63 Uniform Securities Agent State Law Examination
  2017-08-09

Other Names

• Ann Everhart
• Ann Elizabeth Everhart
• Ann Everhart Neal