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Michelle Prybil

Advisor at Cambridge Investment Research Advisors

Updated today

Location

Solon, IA 52333

Credentials

Series 63, Series 65

Industry experience

21 years

About

Michelle Prybil is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 21 years of industry experience. She has been with Cambridge Investment Research Advisors since 2012 and is also involved in Prybil Ventures Inc, where she serves as vice president overseeing bookkeeping for the family masonry business. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and third-party strategists.

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

201 E. Main St., Po Box 190

Solon, IA 52333

Most active in

Iowa

Work history

Cambridge Investment Research Advisors

2012 - Present (14 years)

Cambridge investment Research, Inc

2011 - Present (15 years)

Prybil Ventures Inc

2004 - Present (22 years)

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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Concentrated stock management Options & derivatives strategies Cash flow / budgeting Founder/Business Owner Retired
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