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Jennifer Lynn Bacarella

SIGMA PLANNING CORPORATION·ANN ARBOR, Michigan
Unclaimed Profile
300 PARKLAND PLAZA, ANN ARBOR, MI 48103CRD# 2526487Firm CRD# 110692
01

About

Jennifer Lynn Bacarella is a registered financial advisor based in ANN ARBOR, Michigan, affiliated with SIGMA PLANNING CORPORATION. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
SIGMA PLANNING CORPORATION
SPC
AUM
$5.6B
Regulatory assets under management
Employees
470
Total firm employees
View all advisors at SIGMA PLANNING CORPORATION →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SEMINAR ATTENDANCE FEES
Regulatory
SEC/IARD CRD# 2526487
Firm CRD# 110692
7 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jennifer Lynn Bacarella offer?
Jennifer Lynn Bacarella specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ANN ARBOR, Michigan for a consultation.
What are Jennifer Lynn Bacarella's credentials?
Jennifer Lynn Bacarella is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Lynn Bacarella located?
Jennifer Lynn Bacarella is based in ANN ARBOR, Michigan, working with SIGMA PLANNING CORPORATION. Their office serves clients in the ANN ARBOR metropolitan area and surrounding communities.
How does Jennifer Lynn Bacarella charge for services?
Jennifer Lynn Bacarella's firm is compensated through percentage of aum, hourly charges, subscription fees, other: seminar attendance fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SIGMA PLANNING CORPORATION?
SIGMA PLANNING CORPORATION has approximately 470 employees and manages $5.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)BIRMINGHAM (97)TROY (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideBIRMINGHAM GuideTROY Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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