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CFP
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CFP

Randall Verlin

Cambridge Investment Research Advisors, INC.
40 Years of Experience
Kalamazoo, MI
BrokerSells Insurance
View SEC Summary
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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. Randall is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.

Cambridge Investment Research Advisors, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3940 advisors
Number of Clients
361,213 clients
Average Client Portfolio
$384K average
Assets Under Management
$138.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2632 S 11th St, Kalamazoo, MI, 49009-2106

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History

Regulatory History
Clean regulatory record

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.

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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.
March 2010 - Present · 16 yrs 7 mos
Cambridge Investment Research, INC.Broker
August 2009 - Present · 17 yrs 2 mos
Previous Registrations
Loucks & Weaver Financial, INC.
October 2014 - November 2015 · 1 yr 1 mo
Kardia Midwest Family Wealth Counseling, LLC
October 2014 - August 2020 · 5 yrs 10 mos
Mutual Service CorporationBroker
June 2002 - August 2009 · 7 yrs 2 mos
Royal Alliance Associates, INC.Broker
August 1997 - June 2002 · 4 yrs 10 mos
Mariner Financial Services, INC.Broker
December 1995 - August 1997 · 1 yr 8 mos
Andover Securities, INC.Broker
January 1992 - December 1995 · 3 yrs 11 mos
Geneva Securities,inc.Broker
April 1990 - December 1991 · 1 yr 8 mos
Geneva Securities,inc.Broker
March 1988 - December 1989 · 1 yr 9 mos
First American National Securities, INC.Broker
November 1985 - March 1988 · 2 yrs 4 mos
State Registrations12 states
CAFLILINKSMAMIMNNMOHORSC
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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