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Michael Tyrpak

Advisor at Cambridge Investment Research Advisors

Updated today
Cambridge Investment Research Advisors logo

Firm

Cambridge Investment Research Advisors

Location

Williamsville, NY 14221

Credentials

Series 63

Industry experience

16 years

About

Michael Tyrpak is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 16 years of industry experience. He has been with Cambridge since 2012 and also operates Tyrpak Financial Associates. Tyrpak serves on the board of the Canisius High School Alumni Association and holds leadership roles in several community organizations, including Rotary Club of Niagara Falls and local Cub Scout and Scouts BSA troops. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers a range of advisory services including portfolio management and financial planning, utilizing multiple account platforms and third-party strategists to tailor investment approaches.

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

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

6622 Main St., Ste. 6

Williamsville, NY 14221

Most active in

New York

Work history

CAMBRIDGE INVESTMENT RESEARCH Advisors, INC

2012 - Present (14 years)

Cambridge Investment Research, Inc

2012 - Present (14 years)

Tyrpak Financial Associates

2009 - Present (17 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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