Randall John Verlin

Current Employers

Employment History

• 08/2009 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 08/2009 → Present
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA
• 10/2014 → 12/2016
  Kardia Midwest Family Wealth Counseling, Llc
  Kalamazoo, MI
• 03/2015 → 08/2018
  Mazzola-Verlin Group, Llc Dba Lifetime Money Mangement
  Kalamazoo, MI
• 06/2009 → Present
  Kalamazoo Financial Advisors, Llc, Dba Verlin Financial
  Kalamazoo, MI

Previous Registrations

• 2014-10-28 → 2020-08-06
  Kardia Midwest Family Wealth Counseling, Llc
  Kalamazoo, MI
• 2014-10-30 → 2015-11-21
  Loucks & Weaver Financial, Inc.
  Elkhart, IN

Other Businesses

1) KALAMAZOO FINANCIAL ADVISORS, LLC DBA VERLIN FINANCIAL, 2632 S. 11TH ST, KALAMAZOO, MI, 06/2012, OWNER, DBA, INV REL, 10 HR/MO, 1 HR/MO TRADING. 2) RANDY VERLIN, CFP, 2632 S 11TH ST, KALAMAZOO, MI, 08/1985, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 10 HR/YR, 10 HR/YR TRADING. 3) VR DEVELOPMENT LLC, 2632 S 11TH ST, KALAMAZOO, MI, 01/2006, CO-OWNER, REAL ESTATE DEVELOPMENT, NIR, 2 HR/MO, 1 HR/MO TRADING. 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 08/2009, AS ADVISORY REP OF AN RIA, INV REL, 80 HR/MO, 80 HR/MO TRADING. 5) WESTERN MICHIGAN UNIVERSITY ATHLETIC ADVISORY BOARD, 1903 W MICHIGAN AVE, KALAMAZOO, MI, 10/2022, COMMITTEE MEMBER, BOARD, NIR, 1 HR/MO, 0 HR/MO TRADING. 6) KALAMAZOO FINANCIAL ADVISORS, LLC DBA 11TH ST. TAX PREP, 2632 S. 11th St., Kalamazoo MI 49009, 03/2024, Owner, Tax Services, NIR, 9 HR/MO, 1 HR/MO TRADING.

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-11-27

Designations