Jeffrey Hakala (CRD# 4763815) is an Investment Advisor Representative working at Clarkston Capital Partners, LLC in Rochester, MI and has 1 year of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clarkston Capital Partners, LLC | Rochester, MI | Jun 2019 - Current | 4 |
| Clarkston Capital Partners, LLC | Bloomfield Hills, MI | Feb 2007 - May 2019 | 12 |
- MI
- TX
-
Total Assets Under Management6,695MILLIONS
-
Total Number of Accounts2,124ACCOUNTS
-
Average Account Value$3,152,027
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AZ, CA, CO, CT, FL, GA, HI, IL, IN, LA, MA, MI, MN, NC, NJ, NV, NY, OH, OR, PA, SD, TX, VA, WA, WI
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