Cameron Kostiz (CRD# 7821097) is an Investment Advisor Representative working at Advance Capital Management Inc. in Southfield, MI and has 1 year of experience in the finance industry. Cameron Kostiz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Advance Capital Management | Grand Rapids, MI | Jun 2021 - Current | 2 |
Hollis Construction LLC | Lake Orion, MI | Mar 2021 - May 2021 | < 1 |
Urban Communities | Detroit, MI | Jan 2021 - Feb 2021 | < 1 |
Unemployed | Lake Orion, MI | Aug 2020 - Jan 2021 | < 1 |
Matt Syal Phd, Michigan State University | East Lansing, MI | Mar 2020 - Aug 2020 | < 1 |
Student | Lansing, MI | Aug 2019 - Dec 2019 | < 1 |
Hollis Construction LLC | Lake Orion, MI | May 2019 - Jul 2019 | < 1 |
Student | Lansing, MI | Aug 2018 - May 2019 | < 1 |
George W. Auch Construction Company | West Bloomfield, MI | May 2018 - Jul 2018 | < 1 |
Student | Lake Orion, MI | Jul 2017 - May 2018 | < 1 |
Flagstar Bank | Southfield, MI | May 2017 - Jul 2017 | < 1 |
Student | Lake Orion, MI | Aug 2016 - May 2017 | < 1 |
Advance Capital Management | Southfield, MI | May 2016 - Jul 2016 | < 1 |
Student | Lake Orion, MI | Aug 2015 - May 2016 | < 1 |
Advance Capital Management | Southfield, MI | May 2015 - Jul 2015 | < 1 |
Student | Lake Orion, MI | Jan 2013 - May 2015 | 2 |
- MI
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Total Assets Under Management4,023MILLIONS
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Total Number of Accounts14,038ACCOUNTS
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Average Account Value$286,614
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
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