Kyle Ray Sleep

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

• 05/2020 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2021 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2017 → Present
  Hawkeye Financial Group
  Hiawatha, IA
• 01/2011 → 12/2017
  School
  Cedar Rapids, IA
• 01/2022 → Present
  Cambridge Investment Research Advisors Inc.
  Fairfield, IA

Other Businesses

1. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 01/2022, AS ADMINISTRATIVE REP OF A RIA. INV REL, 160 HR/MO- 120 HR/MO TRADING. 2. HAWKEYE FINANCIAL GROUP, 925 MARTHAS WAY, HIAWATHA IA 52233, EMPLOYEE OF SECURITIES DBA, INV REL, 160 HR/MO - 160 HR/MO TRADING 3. FINANCIAL INTEGRATORS ACCOUNTING & TAX, 4140 Grand Ave, Des Moines IA 50312, 04/2024, W2 Employee, Tax Services, NIR, 120 HR/MO, 60 HR/MO TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2021-11-12