Unclaimed Profile

Jeffrey Anthony Hakala

CLARKSTON CAPITAL PARTNERS, LLC·ROCHESTER, Michigan

Clean recordCLARKSTON CAPITAL PARTNERS, LLC

303 EAST THIRD ST, ROCHESTER, MI 48307CRD# 4763815Firm CRD# 143456

Profile Verification

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

Identity

Jeffrey Anthony Hakala · ROCHESTER, MI

Registration

CRD #4763815 · CLARKSTON CAPITAL PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jeffrey Anthony Hakala is a registered financial advisor based in ROCHESTER, Michigan, affiliated with CLARKSTON CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CLARKSTON CAPITAL PARTNERS, LLC

AUM

$6.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CLARKSTON CAPITAL PARTNERS, LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4763815

Firm CRD# 143456

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Anthony Hakala offer?

Jeffrey Anthony Hakala specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in ROCHESTER, Michigan for a consultation.

What are Jeffrey Anthony Hakala's credentials?

Jeffrey Anthony Hakala is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Anthony Hakala located?

Jeffrey Anthony Hakala is based in ROCHESTER, Michigan, working with CLARKSTON CAPITAL PARTNERS, LLC. Their office serves clients in the ROCHESTER metropolitan area and surrounding communities.

How does Jeffrey Anthony Hakala charge for services?

Jeffrey Anthony Hakala's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CLARKSTON CAPITAL PARTNERS, LLC?

CLARKSTON CAPITAL PARTNERS, LLC has approximately 37 employees and manages $6.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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