MT
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Michael Tyrpak

16 Years of Experience
Williamsville, NY
BrokerSells Insurance

Michael Tyrpak is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Williamsville, NY, with 16 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3935 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

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.

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Location

6622 Main St., Ste. 6, Williamsville, NY, 14221

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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

Michael is involved in numerous activities, including serving as an advisory representative of an RIA, holding board positions in various organizations, and working as an independent insurance agent for multiple companies, dedicating nearly full-time hours to these insurance activities. He also holds volunteer treasurer positions for scouting organizations.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
April 2021 - Present · 5 yrs 3 mos
Cambridge Investment Research, INC.Broker
October 2012 - Present · 13 yrs 9 mos
Previous Registrations
Ing Financial Partners, INC.Broker
September 2009 - October 2012 · 3 yrs 1 mo
State Registrations9 states
ALCAFLNCNYOHPATNVA
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.
Michael Tyrpak - Financial Advisor | TrueAdvisor