Kasey Somers Closs

Current Employers

Employment History

• 08/2016 → 02/2017
  Wells Fargo Advisors, Llc
  Portland, OR
• 11/2016 → 02/2017
  Wells Fargo Clearing Services, Llc
  Portland, OR
• 06/2017 → 06/2018
  Penn Mutual Life Insurance Co
  Horsham, PA
• 07/2017 → 06/2018
  Hornor, Townsend & Kent, Inc.
  Horsham, PA
• 02/2017 → 06/2017
  Unemployed
  Tualatin, OR
• 06/2018 → 07/2023
  Mass Mutual Life Insurance Co
  Wilsonville, OR
• 07/2018 → 07/2023
  Mml Investors Services, Llc
  Wilsonville, OR
• 07/2023 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 07/2023 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2019-05-16 → 2023-07-27
  Mml Investors Services, Llc
  Lake Oswego, OR
  Wilsonville, OR
  Wilsonville, OR
• 2017-10-05 → 2018-06-29
  Hornor, Townsend & Kent, Llc
  Lake Oswego, OR

Other Businesses

1. CIRA, 1776 Pleasant Plain Rd, Fairfield IA 52556, 07/2023, IAR AFFILIATION, INV REL, 160 HR/MO - 120 HR TRADING 2. RICE FINANCIAL GROUP, 9450 SW Commerce Circle, STE 400, Wilsonville OR 97070, 12/2019, INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 40 HR/MO - 40 HR TRADING 3. WESTVIEW HIGH SCHOOL, 4200 NW 185th Ave, Portland OR 97229, United States, 09/2025, W2 Employee, Sport/Fitness/Gaming, NIR, HR/MO: 20, HR/MO TRADING: 0 4. KASEY CLOSS RFG LLC, 9450 SW COMMERCE CIR STE 400, WILSONVILLE OR 97070, 09/01/2025, OWNER, ACCOUNTING/BOOKKEEPING/PAYROLL SERVICES, NIR, 160 HR/MO - 160 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-04-26
• S63 Uniform Securities Agent State Law Examination
  2017-03-20

Designations

Other Names

• Kasey Closs