Brian Culver
Brian Culver is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Kalamazoo, MI, with 11 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
2920 Business One Dr., Ste 104, Kalamazoo, MI, 49048
Get directionsHistory
Regulatory History (5)
Customer Dispute
March 2025Customer Dispute
October 2024Customer Dispute
October 2024Customer Dispute
October 2024Customer Dispute
November 2023Other Business ActivitiesSells Insurance
Brian is involved in several outside business activities, including roles as a VIP speaker for a non-profit, president of a non-profit, CEO/Financial Professional at Abakon Financial Inc, owner/CEO of Abakon Financial LLC (also an independent insurance agent), advisory rep for CIRA, owner/CEO of Smokey's Firehouse BBQ LLC, collector/trader of sports collectibles and antiques, president/CEO of BLC Industries LLC (a home care company), and president of Auto Injury Home Care Specialists. He dedicates significant time to these ventures, including full-time hours to Abakon Financial Inc and CIRA.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research, INC.
State Registrations4 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.