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Jeffrey Anthony Hakala

CLARKSTON CAPITAL PARTNERS, LLC·ROCHESTER, Michigan
Clean record18 years registeredCLARKSTON 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 · 18 years registered
Brand Profile
Not yet started
01

Career History

Nov 2011Apr 2013
SOUTHFIELD, MI
Oct 2007Oct 2007
TROY, MI
02

Registrations & Exams

Registration record
First registered · October 9, 2007
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CLARKSTON CAPITAL PARTNERS, LLC
CRD 143456 · SEC 801-67681
AUM
$6.7B
Regulatory assets under management
Employees
37
2,124 client accounts
Services offered by CLARKSTON CAPITAL PARTNERS, LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

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05

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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