Paul Aftanas
Paul Aftanas is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Marinette, WI, with 23 years of industry experience. Paul 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
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
Location
1820 Hall Ave., Marinette, WI, 54143
Get directionsHistory
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
Paul works as a Relationship Manager at The Stephenson National Bank and Trust and as an Independent Insurance Agent for various companies, dedicating about 10-20% of his time to the latter. He also works as a Financial Professional utilizing a DBA name and as an advisory representative of a RIA, both of which take up a significant amount of his time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research, INC.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations9 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.
Exams
More Advisors
- Jeremy Bartels, CFPEdward Jones