Wealth Management Services, LLC

Wealth Management Services, LLC (CRD# 131012) is a financial advisory firm headquartered in Bloomfield Hills, MI. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details

42714 Woodward Ave, Ste. B, Bloomfield Hills, MI 48304

http://www.wealthcarewms.com

By the Numbers

Total Assets Under Management

0

MILLION
Total Number of Accounts

0

ACCOUNTS
Average Account Value

$0

Compensation Options

Hourly charges
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Pension consulting services

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Wealth Management Services, LLC

Showing 1 - 2 of 2 top financial advisors.

Julie N. Keating

CRD#: 6302667

42714 Woodward Ave, Ste. B, Bloomfield Hills, MI 48304

Julie Keating (CRD# 6302667) is an Investment Advisor Representative working at Wealth Management Services, LLC in Bloomfield Hills, MI and has over 10 years of experience in the finance industry.

Timothy P. Lata

CRD#: 2295579

42714 Woodward Ave, Ste. B, Bloomfield Hills, MI 48304

Timothy Lata (CRD# 2295579) is an Investment Advisor Representative working at Wealth Management Services, LLC in Bloomfield Hills, MI and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

Request Proposals