Michael Kapolka is a registered investment advisor, based in Yardley, PA, with 30 years of industry experience.
Location
301 Oxford Valley Rd., Ste. 703A, Yardley, PA, 19067
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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 owns Keystone Fly Rod Company, offering fly fishing and casting instruction, dedicating minimal time. He is also a partner at Kapolka & Demko, LLC focusing on insurance benefits/human resources, spending minimal time, and an advisory rep of a RIA (CIRA), taking about half of Michael's time. Finally, he is the treasurer for Upper Saranac Lake Association, spending a few hours per week.
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Fsc Securities CorporationBroker
State Registrations5 states
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