AK
AK

Andrew David Kilbarger

26 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
474 advisors
Number of Clients
30,881 clients
Average Client Portfolio
$183K average
Assets Under Management
$5.7B

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only
Minimum Annual Fee:$25
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Location

300 Parkland Plaza, Ann Arbor, MI, 48103

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Andrew sells life insurance and annuity products. This activity requires minimal time.

Employment History
Current Registrations
Spc
March 2003 - Present · 22 yrs 11 mos
Parkland Securities, LLCBroker
January 2003 - Present · 23 yrs 1 mo
Sigma Financial CorporationBroker
November 1999 - Present · 26 yrs 3 mos
State Registrations1 state
MI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.