Patrick Cummins (CRD# 7435327) is an Investment Advisor Representative working at Advance Capital Management Inc. in Grand Rapids, MI and has 1 year of experience in the finance industry. Patrick Cummins 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# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Advance Capital Management, Inc. | Grand Rapids, MI | Jan 2021 - Current | 3 |
| Advance Capital Management, Inc. | Grand Rapids, MI | Sep 2019 - Jan 2021 | 1 |
| Grand Valley State University | Allendale, MI | Sep 2018 - Sep 2019 | 1 |
| Advance Capital Management, Inc. | Grand Rapids, MI | May 2019 - Aug 2019 | < 1 |
| Mercantile Bank Of Michigan | Grand Rapids, MI | May 2018 - Nov 2018 | < 1 |
| Grand Valley State University | Allendale, MI | Sep 2017 - Jun 2018 | < 1 |
| Oakland County Equalization | Pontiac, MI | Jun 2017 - Aug 2017 | < 1 |
| Grand Valley State University | Allendale, MI | Sep 2016 - Jun 2017 | < 1 |
| Urban Air | Oxford, MI | May 2016 - Aug 2016 | < 1 |
| Grand Valley State University | Allendale, MI | Sep 2015 - Jun 2016 | < 1 |
| Lake Orion High School | Orion Charter Township, MI | Sep 2014 - Jun 2015 | < 1 |
| The Palace | Lake Orion, MI | Jun 2014 - Jul 2014 | < 1 |
| Lake Orion High School | Orion Charter Township, MI | Sep 2013 - Jun 2014 | < 1 |
- 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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