Bks Advisors, LLC

Bks Advisors, LLC (CRD# 109065) is a financial advisory firm headquartered in Southfield, MI. They manage $286,209,970 in 1,072 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    286
    MILLION
  • Total Number of Accounts
    1,072
    ACCOUNTS
  • Average Account Value
    $266,987
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IL, IN, MI, NV, OH

Financial Advisors at Bks Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Jeremy S. Brandt
CRD#: 5296008
28411 Northwestern Hwy., Suite 200, Southfield, MI 48034
93
Wealthminder
score

Jeremy Brandt (CRD# 5296008) is an Investment Advisor Representative working at Bks Advisors, LLC in Southfield, MI and has over 9 years of experience in the finance industry.

2
Kori J. Coffey
CRD#: 5129913
28411 Northwestern Hwy., Suite 200, Southfield, MI 48034
93
Wealthminder
score

Kori Coffey (CRD# 5129913) is an Investment Advisor Representative working at Bks Advisors, LLC in Southfield, MI and has over 10 years of experience in the finance industry.

3
Roger T. Denha
CRD#: 2468173
28411 Northwestern Hwy., Suite 200, Southfield, MI 48034
93
Wealthminder
score

Roger Denha (CRD# 2468173) is an Investment Advisor Representative working at Bks Advisors, LLC in Southfield, MI and has over 22 years of experience in the finance industry.

4
Craig T. Simmons
CRD#: 2439771
28411 Northwestern Hwy., Suite 200, Southfield, MI 48034
93
Wealthminder
score

Craig Simmons (CRD# 2439771) is an Investment Advisor Representative working at Bks Advisors, LLC in Southfield, MI and has over 22 years of experience in the finance industry.

5
Kenneth G. Brandt
CRD#: 28928
28411 Northwestern Hwy., Suite 200, Southfield, MI 48034
83
Wealthminder
score

Kenneth Brandt (CRD# 28928) is an Investment Advisor Representative working at Bks Advisors, LLC in Southfield, MI and has over 35 years of experience in the finance industry.

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