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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cory? Claim Your ProfileCory Spencer is a registered Investment Advisor Representative with Belpointe Asset Management LLC. Cory has been in the financial services industry since August 2014 and specializes in providing financial planning and investment advice. Cory holds a Series 65 license and has experience working with individuals, high-net-worth individuals, charitable organizations, pension and profit sharing plans, corporations or other businesses. Belpointe Asset Management LLC has a reputation for its commitment to client service and its experienced team of financial professionals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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WI
08/15/2022 - Present
Belpointe Asset Management LLC (Hartland WI)
IA
Issued 06/27/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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