Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Christian Lyle is a financial advisor at Plante Moran Financial Advisors. Jacob holds the Series 65 license. Jacob has over 5 years of experience in the financial industry. Jacob's professional experience includes roles at HDQ Wealth, Clark Logic, LLC, and Courthouse Athletic Club. Jacob has a strong academic background, having attended Michigan State University and Kalamazoo Central High School. Jacob specializes in providing financial advice to individuals, high net worth individuals, families, and businesses. Jacob is dedicated to helping clients achieve their financial goals.
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
10/28/2024 - Present
Plante Moran Financial Advisors (Portage MI)
Active
Inactive
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