Blue Chip Partners, Inc.

Blue Chip Partners, Inc. (CRD# 132437) is a financial advisory firm headquartered in Farmington Hills, MI. They manage $304,243,199 in 837 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    304
    MILLION
  • Total Number of Accounts
    837
    ACCOUNTS
  • Average Account Value
    $363,492
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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.

CA, MI, TX, WI

Financial Advisors at Blue Chip Partners, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Robert K. Steinberg
CRD#: 1478400
37525 Enterprise Ct., Farmington Hills, MI 48331
96
Wealthminder
score

Robert Steinberg (CRD# 1478400) is an Investment Advisor Representative working at Blue Chip Partners, Inc. in Farmington Hills, MI and has over 30 years of experience in the finance industry. Robert Steinberg 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.

2
Rachael A. Russell
CRD#: 6117026
37525 Enterprise Court, Farmington Hills, MI 48331
92
Wealthminder
score

Rachael Russell (CRD# 6117026) is an Investment Advisor Representative working at Blue Chip Partners, Inc. in Farmington Hills, MI and has over 3 years of experience in the finance industry. Rachael Russell 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.

3
Daniel C. McNamara
CRD#: 6464587
37525 Enterprise Court, Farmington Hills, MI 48331
88
Wealthminder
score

Daniel McNamara (CRD# 6464587) is an Investment Advisor Representative working at Blue Chip Partners, Inc. in Farmington Hills, MI and has 1 year of experience in the finance industry.

4
Daniel E. Seder
CRD#: 4446418
37525 Enterprise Ct., Farmington Hills, MI 48331
86
Wealthminder
score

Daniel Seder (CRD# 4446418) is an Investment Advisor Representative working at Blue Chip Partners, Inc. in Farmington Hills, MI and has over 15 years of experience in the finance industry. Daniel Seder 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.

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