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Kevin Patrick Connor

Cambridge Investment Research Advisors, Inc.

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About Kevin Patrick Connor

Kevin Connor is a financial advisor with over 30 years of experience in the industry. Kevin is currently registered with Cambridge Investment Research Advisors, Inc. in Kansas and Texas. Kevin is also a registered investment advisor in Kansas and Texas. Kevin provides a variety of financial services to individuals, businesses, and institutions, including financial planning, portfolio management, and insurance sales. Kevin holds several industry licenses, including Series 6, 7, and 63 and the SIE exam. Kevin has worked with a variety of firms over the years, including The Lincoln National Life Insurance Company, First Data Distributors, Inc., FPS Broker Services, Inc., Nationwide Investment Services Corporation, American Fidelity Securities, Inc., MetLife Securities Inc., UR Financial, Inc., Equico Securities, Inc., The Equitable Life Assurance Society of the United States, and First Investors Corporation.

Firm Information

Kevin Connor is currently registered with Cambridge Investment Research Advisors, Inc.. Cambridge Investment Research Advisors, Inc. is an investment advisor with over 3,000 licensed agents and registered representatives. Based in Fairfield, Iowa, the firm provides a range of advisory services including financial planning, pension consulting, educational seminars, and market timing services. Their client base encompasses high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and state or municipal government entities. The firm manages approximately $87.37 billion in assets under management.
Cambridge Investment Research Advisors, Inc.

1776 PLEASANT PLAIN RD.

FAIRFIELD, IA 52556-8757

$87.37B

Assets Under Management

71,763

Total Clients

3,513

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitation fees from 3rd party money managers

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Kevin Connor’s Registration & Firm History

KS

02/03/2025 - Present

Cambridge Investment Research Advisors, Inc. (Overland Park KS)

IN

10/31/2001 - 04/01/2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

ME

01/04/1999 - 09/14/1999

FIRST DATA DISTRIBUTORS, INC. (PORTLAND ME)

PA

05/01/1998 - 12/31/1998

FPS BROKER SERVICES, INC. (KING OF PRUSSIA PA)

OH

06/20/1994 - 04/20/1998

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

OK

11/07/1991 - 07/20/1994

AMERICAN FIDELITY SECURITIES, INC. (OKLAHOMA CITY OK)

MA

04/25/1990 - 01/17/1991

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NA

04/09/1990 - 04/25/1990

UR FINANCIAL, INC.

NY

05/06/1988 - 04/05/1990

EQUICO SECURITIES, INC. (NEW YORK NY)

NY

05/06/1988 - 04/05/1990

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

NA

07/02/1987 - 05/10/1988

FIRST INVESTORS CORPORATION

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Licenses & Designations

IA

Issued 12/29/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/23/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/12/2000

Series 7 - General Securities Representative Examination

BC

Issued 07/01/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Patrick Connor.
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