Emily Haberkern (CRD# 5509501) is an Investment Advisor Representative working at Capital Asset Advisory Services, LLC in Ann Arbor, MI and has over 6 years of experience in the finance industry. Emily Haberkern 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.
CRD# 6002011
Pathway Financial Planning
Score
105
CRD# 4395802
Chisholm & Darden Investment Advisors, Inc.
Score
103
CRD# 5875945
Tamma Capital LLC
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Geneos Wealth Management, Inc. | Ann Arbor, MI | Oct 2017 - Current | < 1 |
| Evangelista And Associates | Ann Arbor, MI | Apr 2017 - Current | 1 |
| Girard Securities | San Diego, CA | Apr 2016 - Apr 2017 | 1 |
| Invest Financial Corp | Ann Arbor, MI | Oct 2014 - Apr 2016 | 1 |
| Dominion Investor Services, Inc. | Horseshoe Bay, TX | Oct 2012 - Oct 2014 | 2 |
| Financial Independents | Lansing, MI | Oct 2012 - Oct 2014 | 2 |
| Unemployed | Dewitt, MI | Jun 2012 - Sep 2012 | < 1 |
| Thrivent Financial For Lutherans | Appleton, WI | Sep 2011 - May 2012 | < 1 |
| Unemployed | St. Johns, MI | May 2011 - Aug 2011 | < 1 |
| Northwestern Mutual | Mt. Pleasant, MI | Nov 2010 - May 2011 | < 1 |
| Total Invesment Planners, Inc. | Mt. Pleasant, MI | Feb 2008 - Oct 2010 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2014 |
| S63 | Uniform Securities State Law Examination | Aug 2011 |
- MI
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Total Assets Under Management1,406MILLIONS
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Total Number of Accounts10,656ACCOUNTS
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Average Account Value$131,954
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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