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Justin Halvorson is a Certified Financial Planner® with Plante Moran Financial Advisors. Justin is an Investment Adviser Representative, registered with the state of Michigan. Justin holds a Series 65 license, the Uniform Investment Adviser Law Examination. Justin's specializations include financial planning, portfolio management for individuals and businesses. Justin has been with Plante Moran Financial Advisors since August 2021. Justin previously worked at Michigan State University, Uber, and Mulder Management.
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
12/01/2021 - Present
Plante Moran Financial Advisors (Detroit MI)
IA
Issued 12/01/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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