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Jacob Vanator

Advisor at Cambridge Investment Research Advisors

Updated today

Location

Springport, MI

Credentials

CFP®, Series 66

Industry experience

4 years

About

Jacob Vanator is a CFP® professional with four years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has a background that includes work at Vanators & Associates CPA and various roles within Central Michigan University. Vanator serves as a board member for the Rotary of Eaton Rapids and is employed in education at Great Lakes Christian College. Cambridge Investment Research Advisors serves individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and a variety of investment strategies.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Retired Founder/Business Owner Executive

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Fee options

Fixed

Financial Planning and Consulting flat fees generally do not exceed $25,000; Financial Wellness flat fee agreements also offered; Retirement Plan Advisory flat fees negotiated

Percentage

$0 - $100,000: up to 1.50% $100,000 - $250,000: up to 1.25% $250,000+: up to 1.00%

Commissions

Financial Professionals may receive commissions in their capacity as Registered Representatives for securities and insurance products

Project-based

Financial Planning and Consulting hourly fees generally do not exceed $500/hour; Retirement Plan Advisory and Consulting Services up to $500/hour

Other

Account minimum: $25,000 Minimum fee: Setup fee generally the lesser of 1% of assets under management or $1,000; combined setup fee and advisory fee not to exceed 3% of AUM; service fee up to $300 Fee-only: Financial Planning and Consulting fees include flat fees up to $25,000, hourly fees generally not exceeding $500/hour, asset-based fees for investment consulting

Location

Springport, MI

Most active in

Michigan

Work history

Cambridge Investment Research, Inc.

2022 - Present (4 years)

Cambridge Investment Research, Inc.

2021 - Present (5 years)

Vanators & Associates CPA

2020 - Present (6 years)

Central Michigan University

2019 - 2019 (1 year)

Lodgco Hospitality, LLC

2017 - 2018 (1 year)

Central Michigan University

2016 - 2019 (3 years)

Central Michigan University

2016 - 2017 (1 year)

John D Vanator CPA PC

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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