Kristofer J Van Zanten

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

• 05/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2023 → 09/2025
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 05/2021 → 10/2022
  Silverado Resort And Spa
  Napa, CA
• 10/2018 → 02/2020
  Terrain
  Palo Alto, CA
• 08/2017 → 08/2018
  Mayfield
  Palo Alto, CA
• 11/2016 → 08/2017
  Bbc
  Menlo Park, CA
• 10/2016 → 02/2017
  Pausa
  San Mateo, CA
• 04/2016 → 10/2016
  Unemployed
  Halfmoon Bay, CA
• 02/2020 → 05/2021
  Unemployed
  San Mateo, CA
• 10/2022 → 06/2023
  Unemployed
  Napa, CA
• 12/2024 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA

Other Businesses

1. CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, United States, 09/18/2023, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING 2. LAMPPOST PLANNING, 1650 Arch Street, Suite 2502, Philadelphia, PA 19103, United States, 04/2026, Network Associate (Agent), College Funding Planning, NIR, 1 HR/MO - 1 HR/MO TRADING 3.GATEWAY FINANCIALS ADVISORS LLC., 20 Knoll Ridge Way, Suite 2, Oakland, CA 94619, United States, 03/2026, Agent, 1099, INV REL, 80 HR/MO - 80 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2025-07-15

Other Names

• Kristofer Van Zanten