Joel
Macyauski
Cambridge Investment Research Advisors, Inc
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About this Advisor
Joel Macyauski is a certified financial planner operating in Kalamazoo, Michigan with a total of 2 years of industry experience. Macyauski is on the advisory team at Cambridge Investment Research Advisors, Inc. During their career, Macyauski has held roles at Mainstreet Financial, Field Plumbing & Heating, Kalamazoo Valley Community College, Western Michigan University, Van Buren District Library - Lawrence Branch, Miedema & Associates - Ameriprise Financial Services, Inc, Lawrence Public Schools, Cambridge Investment Research and Cambridge Investment Research Advisors, Inc. Macyauski has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Michigan. Cambridge Investment Research Advisors, Inc is an advisory firm operating out of Fairfield, IA. The firm has offices in 2,023 locations and a total of 3,352 financial advisors. It has $82 billion in assets between its 461,370 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves six charitable organizations. Of its 461,370 accounts, just 10% are associated with high-net-worth clients who have more than $1 million in investable assets. Cambridge Investment Research Advisors, Inc performs a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. A financial advisor's fee schedules depend on which services the firm provides the client. However, fee types billed by Cambridge Investment Research Advisors, Inc can include any combination of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cambridge Investment Research Advisors, Inc Brokerage Details
$82,427,818,654
3,352
461,370
$178,659
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
- Market timing services
- Educational seminars/workshops
Joel Macyauski Work History
Joel has been registered as a financial advisor for 2 years.*
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research
Cambridge Investment Research
Mainstreet Financial
Western Michigan University
Miedema & Associates - Ameriprise Financial Services, Inc
Kalamazoo Valley Community College
Field Plumbing & Heating
Van Buren District Library - Lawrence Branch
Lawrence Public Schools
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joel Macyauski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cambridge Investment Research Advisors, Inc
Houston, TX
Salt Lake City, UT
Fairfield, IA
Glen Allen, VA
Tolland, CT
Staten Island, NY
Ormond Beach, FL
Kennesaw, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
