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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brookes? Claim Your ProfileBrookes Lauren Welc is a Certified Financial Planner with Bright Financial Advisors, Inc. Brookes is a registered Investment Advisor Representative in Michigan since June 12, 2014. Brookes has experience working with high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. Brookes provides financial planning, portfolio management for individuals, and portfolio management for businesses.
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
06/12/2014 - Present
Bright Financial Advisors, Inc. (PORTAGE MI)
Active
Inactive
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