Chelsea Anne Carpenter

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

• 08/2026 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 03/2025 → 06/2025
  Delta Defense
  West Bend, WI
• 06/2021 → 03/2025
  Equipped To Carry
  Harrisburg, NC
• 05/2020 → 06/2021
  Stay-At-Home Mom
  Harrisburg, NC
• 08/2019 → 05/2020
  Back Creek Christian School
  Charlotte, NC
• 09/2025 → Present
  Equipped To Prosper, Llc
  Harrisburg, NC
• 08/2018 → 10/2018
  Corvian Middle School
  Charlotte, NC
• 10/2018 → 08/2019
  Stay-At-Home Mom
  Harrisburg, NC
• 01/2018 → 10/2018
  Stay-At-Home Mom
  Harrisburg, NC
• 08/2016 → 01/2018
  Hope Academy
  Concord, NC
• 08/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-08

Other Names

• Chelsea Anne Aspenwall