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).
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Total Assets Under Management1,280MILLION
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Total Number of Accounts2,548ACCOUNTS
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Average Account Value$502,253
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, FL, IL, KY, LA, MI, NC, NY, TN, TX, WI
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.