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James Allan Plaskey

Executive Wealth Management, LLC

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About James Allan Plaskey

James Allan Plaskey is a financial advisor who has been in the industry since 2013. James Allan Plaskey is currently registered with Executive Wealth Management, LLC. James Allan Plaskey holds the Series 7, Series 66, and SIE licenses. James Allan Plaskey provides financial planning, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. James Allan Plaskey is also a Certified Financial Planner.

Firm Information

James Plaskey is currently registered with Executive Wealth Management, LLC. Executive Wealth Management, LLC is an investment advisor based in Brighton, MI. The firm has approximately $1 billion - $10 billion in assets under management and provides a variety of advisory services including financial planning, educational seminars, selection of other advisors, portfolio management for individuals, businesses, and pooled investment vehicles. The firm caters to a diverse clientele, including individuals, high-net-worth individuals, businesses, corporations, pension and profit-sharing plans, charitable organizations, and deceased/settling estates.
Executive Wealth Management, LLC

135 WEST NORTH STREET

BRIGHTON, MI 48116

$1.44B

Assets Under Management

Not reported

Total Clients

26

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your 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.

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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James Plaskey’s Registration & Firm History

MI

01/20/2023 - Present

Executive Wealth Management, LLC (BRIGHTON MI)

MI

06/01/2017 - 12/12/2022

PRIVATE CLIENT SERVICES, LLC (Brighton MI)

MI

11/01/2013 - 06/07/2017

INVEST FINANCIAL CORPORATION (BRIGHTON MI)

MI

06/19/2013 - 10/08/2013

HANTZ FINANCIAL SERVICES, INC. (SOUTHFIELD MI)

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Licenses & Designations

BOTH

Issued 04/08/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/19/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Allan Plaskey.
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