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Gerald Wayne Hakala

Clarkston Capital Partners, LLC

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About Gerald Wayne Hakala

Gerald Wayne Hakala is a registered Investment Advisor Representative with Clarkston Capital Partners, LLC, a firm based in Rochester, Michigan. Gerald is a Chartered Financial Analyst (CFA) and has been in the industry since July 2007. Gerald currently has registrations in Michigan and Texas and has a specializations in Portfolio Management for Individuals, Businesses, Investment Companies and Pooled Investment Vehicles. Gerald has experience working with various client types including individuals, corporations, charitable organizations, insurance companies, and investment companies.

Firm Information

Gerald Hakala is currently registered with Clarkston Capital Partners, LLC. Clarkston Capital Partners, LLC is an investment advisor headquartered in Rochester, MI. The firm manages assets for individuals, high-net-worth individuals, investment companies, pooled investment vehicles, charitable organizations, corporations, and other entities. Clarkston Capital Partners offers portfolio management services for a variety of client types, including individuals, businesses, investment companies, and pooled investment vehicles. The firm also participates in wrap fee programs.
Clarkston Capital Partners, LLC

303 EAST THIRD ST

ROCHESTER, MI 48307

$6.69B

Assets Under Management

3

Total Clients

13

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gerald Hakala’s Registration & Firm History

MI

12/07/2023 - Present

Clarkston Capital Partners, LLC (ROCHESTER MI)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gerald Wayne Hakala.
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