Leonard Brunkey
Leonard Brunkey is a CFP, ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Rochester, MI, with 36 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
950 W University Dr, Ste 103, Rochester, MI, 48307-1888
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
June 2000Employment Separation After Allegations
April 1996Other Business ActivitiesSells Insurance
Leonard is an advisory representative of a Registered Investment Advisor (RIA) and an independent insurance agent for various independent insurance companies since 1990, dedicating minimal time to the latter. He also provides bookkeeping and other financial services, spending minimal time on this activity.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Cuso Financial Services, L.P.Broker
Seger Financial, INC.Broker
Vestax Securities CorporationBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
First Investors CorporationBroker
State Registrations10 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.