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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Bernthal is a financial advisor at Plante Moran Financial Advisors and is registered with the state of Illinois. Adam is a Certified Financial Planner and specializes in portfolio management for individuals and businesses, and financial planning. Adam is registered with the state of Michigan and has been working in the financial services industry since January 2014.
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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IL
03/14/2023 - Present
Plante Moran Financial Advisors (CHICAGO IL)
IA
Issued 07/29/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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