BC
BC

Brian Cvetkovski

12 Years of Experience
BrokerSells Insurance
Areas of Practice
Insurance PlanningEstate PlanningTax PlanningRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
118 advisors
Number of Clients
2,041 clients
Average Client Portfolio
$223K average
Assets Under Management
$456.1M
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Location

49136 Van Dyke Ave, Shelby Township, MI, 48317

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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

Brian is an independent insurance agent selling fixed life, health, and disability insurance since 2013. He also owns Cvetkovski Financial LLC, offering fixed life, employee benefits, disability insurance, long-term care, and fixed annuities, dedicating about a quarter of his time.

Employment History
Current Registrations
Ip Financial Advisory Services LLC
March 2021 - Present · 4 yrs 11 mos
Innovation Partners LLCBroker
April 2017 - Present · 8 yrs 10 mos
Innovation Partners LLC
April 2017 - Present · 8 yrs 10 mos
Previous Registrations
MML Investors Services, LLCBroker
September 2013 - May 2017 · 3 yrs 8 mos
State Registrations4 states
KYMIOHTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.