Michael Rzepka
Michael Rzepka is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Naperville, IL, 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
Naperville, IL
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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
Michael is an advisory representative of a registered investment advisor (RIA), spending about 10-20% of his time on investment-related activities. He is also the President of Comprehensive Financial Management, LLC, working as an independent insurance agent for various companies, dedicating about a quarter of his time to this role.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Investment Advisors CORP
Investment Advisors CORP
Broker Dealer Financial Services CORP.Broker
Broker Dealer Financial Services CORP.Broker
The Concord Equity Group, LLCBroker
Securities & Investment Planning CO.Broker
Clayton, Dunning & Company INC.Broker
Winthrop Financial Services, INC.Broker
Tucker Anthony IncorporatedBroker
Rodman & Renshaw INC.Broker
Gruntal & CO. IncorporatedBroker
Kemper Securities Group, INC.Broker
Prescott, Ball & Turben, INC.Broker
Prescott, Ball & Turben, INC.Broker
Bear, Stearns & CO. INC.Broker
State Registrations7 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.