Unclaimed Profile

Patricia Sue Younker

RED CEDAR INVESTMENT MANAGEMENT, LLC·GRAND RAPIDS, Michigan

Clean recordRED CEDAR INVESTMENT MANAGEMENT, LLC

333 BRIDGE STREET NW, GRAND RAPIDS, MI 49504CRD# 7058167Firm CRD# 170939

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Patricia Sue Younker · GRAND RAPIDS, MI

Registration

CRD #7058167 · RED CEDAR INVESTMENT MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Patricia Sue Younker is a registered financial advisor based in GRAND RAPIDS, Michigan, affiliated with RED CEDAR INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Fee-Only Advisory

Client Types

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

RED CEDAR INVESTMENT MANAGEMENT, LLC

RED CEDAR INVESTMENT MANAGEMENT

AUM

$1.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at RED CEDAR INVESTMENT MANAGEMENT, LLC →

Services

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 7058167

Firm CRD# 170939

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Patricia Sue Younker offer?

Patricia Sue Younker specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in GRAND RAPIDS, Michigan for a consultation.

What are Patricia Sue Younker's credentials?

Patricia Sue Younker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patricia Sue Younker located?

Patricia Sue Younker is based in GRAND RAPIDS, Michigan, working with RED CEDAR INVESTMENT MANAGEMENT, LLC. Their office serves clients in the GRAND RAPIDS metropolitan area and surrounding communities.

How does Patricia Sue Younker charge for services?

Patricia Sue Younker's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RED CEDAR INVESTMENT MANAGEMENT, LLC?

RED CEDAR INVESTMENT MANAGEMENT, LLC has approximately 15 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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