Joel
Macyauski

Cambridge Investment Research Advisors, Inc

CRD#6839328
Investment Advisor
in Kalamazoo, MI

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About this Advisor

Joel Macyauski is a financial advisor based in Kalamazoo, Michigan, working with Cambridge Investment Research Advisors, Inc. Joel has previously held positions 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. Joel has passed the Series 66 regulatory exam and is registered to provide services in Michigan. Currently, Joel is part of Cambridge Investment Research Advisors, Inc, which operates out of Kalamazoo, Michigan. The firm has 2,192 offices and 3,312 employees. The firm manages assets totaling $87.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Cambridge Investment Research Advisors, Inc includes asset-based, hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

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, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

2632 S 11Th St.
Kalamazoo, MI 49009

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$87,368,733,496

MI Average: $9,259,360,772
Total Number of Employees

3,312

MI Average: 166
Total Number of Accounts

448,526

MI Average: 7,189
Average Account Size

$194,791

MI Average: $1,287,990

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

2021 - Present (3 years)

Cambridge Investment Research Advisors, Inc

2020 - Present (4 years)

Cambridge Investment Research

2020 - Present (4 years)

Cambridge Investment Research

2019 - Present (5 years)

Mainstreet Financial

2017 - 2018 (1 year)

Western Michigan University

2017 - 2019 (2 years)

Miedema & Associates - Ameriprise Financial Services, Inc

2015 - 2016 (1 year)

Kalamazoo Valley Community College

2014 - 2019 (5 years)

Field Plumbing & Heating

2014 - 2017 (3 years)

Van Buren District Library - Lawrence Branch

2002 - 2015 (13 years)

Lawrence Public Schools

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

Brittni Snyder Borri
Greenville, IL
Alyssa Adams
Grand Junction, CO
Madison Scarpelli
Rochester, MI
Jin Wang
Deerfield, IL
Tyler Quinn
Camp Hill, PA
Anne Bird
Dothan, AL
Jared Hollander
Massena, NY
Isak Larson
Ramsey, MN

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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