Randall Verlin
Randall Verlin is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Kalamazoo, MI, with 40 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
2632 S 11th St, Kalamazoo, MI, 49009-2106
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Randall is the owner of Kalamazoo Financial Advisors, LLC DBA Verlin Financial and 11th St. Tax Prep, and co-owner of VR Development LLC (real estate). He is also an independent insurance agent and an advisory representative of an RIA, and a committee member of Western Michigan University Athletic Advisory Board; the RIA role takes about half of his time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Loucks & Weaver Financial, INC.
Kardia Midwest Family Wealth Counseling, LLC
Mutual Service CorporationBroker
Royal Alliance Associates, INC.Broker
Mariner Financial Services, INC.Broker
Andover Securities, INC.Broker
Geneva Securities,inc.Broker
Geneva Securities,inc.Broker
First American National Securities, INC.Broker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.