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John Michael Ceurvorst

FINANCIAL INVESTMENTS RESEARCH & MANAGEMENT LLC·CORALVILLE, Iowa
Series 6, Series 7, Series 31, Series 63, Series 6526 years registeredFINANCIAL INVESTMENTS RESEARCH & MANAGEMENT LLC
2461 10TH ST. SUITE 6, CORALVILLE, IA 52241CRD# 2086598Firm CRD# 115416

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Michael Ceurvorst · CORALVILLE, IA
Registration
CRD #2086598 · FINANCIAL INVESTMENTS RESEARCH & MANAGEMENT LLC · 26 years registered
Brand Profile
Not yet started
01

Career History

Jan 2000present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 31
Series 63
Series 65
Registration record
First registered · January 1, 2000
Years registered · 26
03

Disclosure History

2020Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
FINANCIAL INVESTMENTS RESEARCH & MANAGEMENT LLC
CRD 115416 · SEC 801-61949
AUM
$66M
Regulatory assets under management
Employees
5
395 client accounts
Services offered by FINANCIAL INVESTMENTS RESEARCH & MANAGEMENT LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
Introduction

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05

Frequently Asked Questions

What services does John Michael Ceurvorst offer?
John Michael Ceurvorst specializes in Investment Management, Fee-Only Advisory. Contact their office in CORALVILLE, Iowa for a consultation.
What are John Michael Ceurvorst's credentials?
John Michael Ceurvorst is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Michael Ceurvorst located?
John Michael Ceurvorst is based in CORALVILLE, Iowa, working with FINANCIAL INVESTMENTS RESEARCH & MANAGEMENT LLC. Their office serves clients in the CORALVILLE metropolitan area and surrounding communities.
How does John Michael Ceurvorst charge for services?
John Michael Ceurvorst's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL INVESTMENTS RESEARCH & MANAGEMENT LLC?
FINANCIAL INVESTMENTS RESEARCH & MANAGEMENT LLC has approximately 5 employees and manages $66M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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