JB
JB

John Buetow

44 Years of Experience
Kalamazoo, MI
BrokerSells Insurance

John Buetow is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Kalamazoo, MI, with 44 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

2632 South 11th St., Kalamazoo, MI, 49009

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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

John is an insurance agent involved in insurance/benefits/human resources, dedicating minimal time. He also works as an advisory representative of a Registered Investment Advisor (RIA), taking nearly full-time, and serves as President of Zion Lutheran Church, a volunteer role taking minimal time.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
March 2010 - Present · 16 yrs 2 mos
Cambridge Investment Research, INC.
August 2009 - Present · 16 yrs 9 mos
Cambridge Investment Research, INC.Broker
August 2009 - Present · 16 yrs 9 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
August 2009 - December 2009 · 4 mos
Mainstreet Financial Advisors, LLC
January 2008 - November 2009 · 1 yr 10 mos
Mutual Service CorporationBroker
June 2002 - August 2009 · 7 yrs 2 mos
Royal Alliance Associates, INC.Broker
August 1997 - June 2002 · 4 yrs 10 mos
Mariner Financial Services, INC.Broker
December 1995 - August 1997 · 1 yr 8 mos
Andover Securities, INC.Broker
September 1995 - December 1995 · 3 mos
Equico Securities, INC.Broker
September 1981 - September 1995 · 14 yrs
The Equitable Life Assurance Society of the United StatesBroker
September 1981 - September 1995 · 14 yrs
State Registrations11 states
AZCAFLINKYMIMONJOHPATX
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.