Blue Chip Partners, LLC

Blue Chip Partners, LLC (CRD# 132437) is a financial advisory firm headquartered in Farmington Hills, MI. They manage $1,279,740,797 in 2,548 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,280
    MILLION
  • Total Number of Accounts
    2,548
    ACCOUNTS
  • Average Account Value
    $502,253
Compensation Options
  • A percentage of assets under your management
  • 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
The map below shows states where this firm has explicit registration only.

CA, FL, IL, KY, LA, MI, NC, NY, TN, TX, WI

Financial Advisors at Blue Chip Partners, LLC
Showing 1 - 10 of 16 top financial advisors.
1
David S. Foret
CRD#: 5995048
38505 Country Club Drive, Suite 150, Farmington Hills, MI 48331

David Foret (CRD# 5995048) is an Investment Advisor Representative working at Blue Chip Partners, LLC in Farmington Hills, MI and has over 6 years of experience in the finance industry. David Foret 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
Erin E. Goss
CRD#: 4572753
38505 Country Club Drive, Suite 150, Farmington Hills, MI 48331

Erin Goss (CRD# 4572753) is an Investment Advisor Representative working at Blue Chip Partners, LLC in Farmington Hills, MI and has over 21 years of experience in the finance industry.

3
Jonathan A. Johnson
CRD#: 6888918
38505 Country Club Drive, Suite 150, Farmington Hills, MI 48331

Jonathan Johnson (CRD# 6888918) is an Investment Advisor Representative working at Blue Chip Partners, LLC in Farmington Hills, MI and has over 6 years of experience in the finance industry. Jonathan Johnson 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.

4
Naoko McKelvey
CRD#: 4418886
38505 Country Club Drive, Suite 150, Farmington Hills, MI 48331

Naoko McKelvey (CRD# 4418886) is an Investment Advisor Representative working at Blue Chip Partners, LLC in Farmington Hills, MI and has over 20 years of experience in the finance industry. Naoko McKelvey 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.

5
Matthew P. Mondoux
CRD#: 5544221
38505 Country Club Drive, Suite 150, Farmington Hills, MI 48331

Matthew Mondoux (CRD# 5544221) is an Investment Advisor Representative working at Blue Chip Partners, LLC in Farmington Hills, MI and has 1 year of experience in the finance industry. Matthew Mondoux 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.

6
Timothy G. Reaume
CRD#: 2158530
38505 Country Club Drive, Suite 150, Farmington Hills, MI 48331

Timothy Reaume (CRD# 2158530) is an Investment Advisor Representative working at Blue Chip Partners, LLC in Farmington Hills, MI and has over 32 years of experience in the finance industry.

7
Daniel E. Seder
CRD#: 4446418
38505 Country Club Drive, Suite 150, Farmington Hills, MI 48331

Daniel Seder (CRD# 4446418) is an Investment Advisor Representative working at Blue Chip Partners, LLC in Farmington Hills, MI and has over 22 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.

8
Robert K. Steinberg
CRD#: 1478400
38505 Country Club Drive, Suite 150, Farmington Hills, MI 48331

Robert Steinberg (CRD# 1478400) is an Investment Advisor Representative working at Blue Chip Partners, LLC in Farmington Hills, MI and has over 37 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.

9
Gina R. Digirolamo
CRD#: 7318298
38505 Country Club Drive, Suite 150, Farmington Hills, MI 48331

Gina Digirolamo (CRD# 7318298) is an Investment Advisor Representative working at Blue Chip Partners, LLC in Farmington Hills, MI and has 1 year of experience in the finance industry.

10
Daniel Dusina
CRD#: 6569209
38505 Country Club Drive, Suite 150, Farmington Hills, MI 48331

Daniel Dusina (CRD# 6569209) is an Investment Advisor Representative working at Blue Chip Partners, LLC in Farmington Hills, MI and has over 8 years of experience in the finance industry.

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