BK
ChFC
BK
ChFC

Bryna Kanarek

46 Years of Experience
Des Plaines, IL
BrokerSells Insurance

Bryna Kanarek is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Des Plaines, IL, with 46 years of industry experience. Bryna 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3940 advisors
Number of Clients
361,213 clients
Average Client Portfolio
$384K average
Assets Under Management
$138.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2720 S River Rd., Ste. 108, Des Plaines, IL, 60018

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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

Bryna is the treasurer for Big Oak Townhome Condo Association, spending minimal time. She is also an independent insurance agent for various companies, dedicating a few hours per week, and the owner of Inspired Financial Plans, spending full-time hours. Finally, she works as an advisory representative of an RIA, spending nearly full-time hours.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
November 2016 - Present · 9 yrs 11 mos
Cambridge Investment Research Advisors, INC.
November 2016 - Present · 9 yrs 11 mos
Previous Registrations
Msi Financial Services, INC.Broker
January 2015 - November 2016 · 1 yr 10 mos
Msi Financial Services, INC.
January 2015 - November 2016 · 1 yr 10 mos
New England Securities Corporation
October 1999 - January 2015 · 15 yrs 3 mos
New England SecuritiesBroker
April 1989 - January 2015 · 25 yrs 9 mos
John Hancock Distributors, INC.Broker
April 1980 - June 1989 · 9 yrs 2 mos
John Hancock Mutual Life Insurance CompanyBroker
April 1980 - June 1989 · 9 yrs 2 mos
State Registrations17 states
ARAZCACOCTFLILINKYMAMNNCNVNYTNTXWI
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.
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