Anthony
Kubien

Spc

CRD#4356088
Investment Advisor
in Allen Park, MI

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About this Advisor

Anthony Kubien is a financial advisor based out of Allen Park, Michigan, who has been in the financial industry for 18 years. Kubien works at Spc. Throughout their career, they have worked at Sigma Financial Corporation and Sigma Planning Corporation. Kubien maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Arizona, California, Colorado, Delaware, Florida, Georgia, Hawaii, Illinois, Indiana, Iowa, Maryland, Massachusetts, Michigan, Missouri, New Jersey, North Carolina, Ohio, South Carolina, Texas, Utah, Virginia, Washington and Wisconsin. Spc is a registered investment company operating out of Allen Park, Michigan. The firm has offices in 464 locations and a total of 705 advisors. It has $5 billion in total assets across its 25,865 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 13 charities and foundations. Of its 25,865 accounts, just 9% belong to high-net-worth investors who have more than $1 million in investable assets. The company provides a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advice are based on which services the firm provides the client. However, fee types billed by Spc can include any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

18 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

7321 Park Avenue
Allen Park, MI 48101

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Spc Brokerage Details

Total Assets Under Management

$4,557,672,608

MI Average: $943,424,332
Total Number of Employees

705

MI Average: 21
Total Number of Accounts

25,865

MI Average: 1,586
Average Account Size

$176,210

MI Average: $594,845

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Anthony Kubien Work History

Anthony has 18 years of experience.

2008 - Present (13 years)

Sigma Planning Corporation

2002 - Present (19 years)

Sigma Financial Corporation

Disclosures

Anthony Kubien has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Spc

Robert Wilber
Elyria, OH
Terri Hembree
Boise, ID
James Pihaly
Rockford, IL
James Sadek
Austin, TX
Bonnie Luternow
Clarkston, MI
Wendy Kouvaras
Brunswick, OH
Joseph Warsecke
Plymouth, MI
Jeremy Fortin
Englewood, CO

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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