Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 66
Experience Industry experience
4 years
Location
Springport, MI
Cambridge Investment Research Advisors
Institution
Jacob Vanator is a financial advisor at Cambridge Investment Research Advisors with CFP® and Series 66 credentials and four years of industry experience. He also works as a tax services provider at Vanators & Associates CPA and serves on the board of Rotary of Eaton Rapids. Additionally, he is employed in education at Great Lakes Christian College. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors by offering financial planning, investment management, and retirement-plan advisory services. The firm supports both discretionary and non-discretionary management through multiple platforms and provides access to third-party advisers and proprietary model strategies under the Founders Gate Capital brand.
Based on Cambridge Investment Research Advisors
Based on Cambridge Investment Research Advisors
Flat fees for financial planning services, financial wellness, setup fees up to 1% of assets or $1,000, not exceeding combined 3% with advisory fees.
$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%
Commissions earned by Financial Professionals acting as Registered Representatives of Cambridge on securities transactions and insurance sales.
Hourly fees generally not to exceed $500/hour for financial planning and consulting services.
Account minimum: $25,000 Minimum fee: For WealthPort CAAP and UMA programs: $250 annual minimum program fee per account. Fee-only: Financial Planning Flat fees generally up to $25,000, hourly fees generally up to $500/hour, Asset Based Fee for consulting.
Springport, MI
Springport MI
Advisors at this office
1
Michigan · Texas
4 years of industry experience
Cambridge Investment Research, Inc.
2022 - Present • 4 years
Fairfield, IA
Cambridge Investment Research, Inc.
2021 - Present • 5 years
Fairfield, IA
Vanators & Associates CPA
2020 - Present • 6 years
Eaton Rapids, MI
Central Michigan University
2019 - 2019 • 1 year
Mount Pleasant, MI
Lodgco Hospitality, LLC
2017 - 2018 • 1 year
Mount Pleasant, MI
Central Michigan University
2016 - 2019 • 3 years
Mount Pleasant, MI
Central Michigan University
2016 - 2017 • 1 year
Mount Pleasant, MI
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Series 65
Jackson, MI
Richmond Brothers, Inc.
Adriaan Van Wyk is a financial advisor at Richmond Brothers, Inc. with four years of industry experience. He holds a Series 65 designation and has worked at Richmond Brothers since 2020. Prior to his current role, he held positions at Monocle Yacht, was self-employed, and worked at Bidvest International Logistics. Richmond Brothers serves individuals, charitable organizations, pension and profit-sharing plans, and various business entities with portfolio management, financial planning, and Medicare consulting. The firm employs a fiduciary, individualized approach and utilizes a range of investment strategies, including discretionary management and third-party money-management models.
CFP®, Series 63, Series 65
Jackson, MI
Richmond Brothers, Inc.
Matthew Curfman is a CFP® with 15 years of experience in the financial industry, currently serving at Richmond Brothers, Inc. since 2011. He is also involved with the Jackson YMCA Board of Directors as Chief Volunteer Officer and manages a private fund through RBI PI Manager, LLC. Richmond Brothers, Inc. manages approximately $240.6 million for individuals, charitable organizations, pension and profit-sharing plans, and business entities. The firm provides comprehensive portfolio management and financial planning, employing diverse investment strategies and sponsoring private placement funds for accredited investors.
Series 65
Marshall, MI
Wealth Ease Wealth Management
Todd Candelaria is a financial advisor at Wealth Ease Wealth Management with a Series 65 credential and one year of industry experience. He is also the owner of a CPA firm providing tax and accounting services. Prior to joining Wealth Ease Wealth Management, he held positions at firms including Michael F McLain CPA and Plante Moran. Wealth Ease Wealth Management offers portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and pension plans. The firm employs a combination of charting, fundamental, and technical analysis in its investment approach and typically manages client assets on a discretionary basis.
Series 65, Series 66
Marshall, MI
Wealth Ease Wealth Management
Blake Bambach is a financial advisor at Wealth Ease Wealth Management with Series 65 and Series 66 licenses and two years of industry experience. His background includes roles at Consumer's Energy, Thompson Reuters, and Edward Jones. Wealth Ease Wealth Management provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a comprehensive investment approach that includes fundamental and technical analysis and offers coordinated estate-planning and tax planning services.
CFP®, Series 66
Jackson, MI
Richmond Brothers, Inc.
Daniel Vredeveld is a CFP® and holds a Series 66 designation with 13 years of industry experience. He has been with Richmond Brothers, Inc. in Jackson, MI since 2012. Richmond Brothers serves individuals, charitable organizations, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and Medicare consulting through a partnership with an outside Medicare solutions team. The firm uses an individualized fiduciary approach incorporating various investment strategies and may delegate model execution to sub-advisers.
ChFC®, Series 63, Series 65
Jackson, MI
Richmond Brothers, Inc.
David Richmond is a ChFC® credentialed financial advisor with Richmond Brothers, Inc. in Jackson, MI, where he has worked for 15 years. He has 17 years of industry experience. Outside of advising, he serves on the boards of the Lingap Children's Foundation and BioVentrix, Inc., and is an independent insurance agent specializing in fixed life insurance, long-term care, and fixed annuities. Richmond Brothers, Inc. serves individuals, charitable organizations, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and Medicare consulting. The firm employs an individualized, fiduciary approach using a variety of investment strategies and sponsors private placement funds managed through an affiliated manager.
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