Kyler Stokes

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

• 04/2026 → 07/2026
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2026 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 01/2022 → Present
  Walt Disney World
  Lake Buena Vista, FL
• 06/2021 → 12/2021
  Loews Hotels
  Orlando, FL
• 05/2025 → 08/2025
  Equitable Advisors
  Orlando, FL
• 06/2016 → 06/2021
  Unemployed
  Windermere, FL
• 07/2026 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Other Businesses

1. SMARTPRO FINANCIAL, 7970 Cooper Creek Blvd, Bradenton FL 34201, United States, 08/2026, Investment Advisor Representative, DBA Name, INV REL, HR/MO 40, HR/MO TRADING 40

Exams

• S66 Uniform Combined State Law Examination
  2026-06-01