Financial Institution Services, LLC

Financial Institution Services, LLC (CRD# 145269) is a financial advisory firm headquartered in West Bloomfield, MI. They manage $18,023,587 in 186 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    186
    ACCOUNTS
  • Average Account Value
    $96,901
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

MI

Financial Advisors at Financial Institution Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David G. Shink
CRD#: 2313173
West Bloomfield, MI
76
Wealthminder
score

David Shink (CRD# 2313173) is an Investment Advisor Representative working at Financial Institution Services, LLC in West Bloomfield, MI and has over 23 years of experience in the finance industry. David Shink 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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