Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Johnathon? Claim Your ProfileJohnathon Andrew Lipka is an investment advisor representative at AE Wealth Management, LLC, located in Rochester, Michigan. Johnathon has been in the industry since 2022. Johnathon is registered with the state of Michigan. Johnathon is also the founder of J&A Lipka Life LLC. Johnathon offers a variety of investment advisory services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and 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.
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.
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
10/02/2024 - Present
AE Wealth Management, LLC (Rochester MI)
Active
Inactive
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