Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Broka is a financial advisor who has been in the industry since August 2014. Adam is registered with the state of Michigan as an Investment Advisor Representative. Adam holds the Chartered Financial Analyst (CFA) designation and specializes in providing financial planning, portfolio management for individuals and businesses, and investment advisory services. Adam works for Plante Moran Financial Advisors, a firm with over 120 investment advisor representatives and approximately $20 billion in regulatory assets under management. Plante Moran Financial Advisors is an investment advisor firm that provides a variety of services, including financial planning, portfolio management, and investment advisory services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MI
10/16/2019 - Present
Plante Moran Financial Advisors (SOUTHFIELD MI)
Active
Inactive
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