Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Bakhaus is an investment advisor representative associated with Kovitz Investment Group Partners, LLC. Mary is registered to provide investment advisory services in Michigan and Texas. Mary has been in the financial services industry since 1976 and has experience with Beacon Investment Company, Telemus Investment Brokers, LLC, Paine, Webber, Jackson & Curtis Incorporated, and Paine, Webber, Jackson & Curtis Inc. Mary holds a Series 63, Series 65, and Series 7 license. Mary offers advisory services including financial planning, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles, pension consulting, publication of periodicals, selection of other advisers, and educational seminars.
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.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
MI
01/05/2025 - Present
Kovitz Investment Group Partners, LLC (Ann Arbor MI)
MI
12/04/2006 - 01/02/2013
TELEMUS INVESTMENT BROKERS, LLC (ANN ARBOR MI)
MI
05/25/1982 - 12/04/2006
BEACON INVESTMENT COMPANY (ANN ARBOR MI)
NA
01/31/1980 - 05/25/1982
PAINE, WEBBER, JACKSON & CURTIS INC.
NA
06/30/1976 - 01/31/1980
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
IA
Issued 06/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/1976
Series 7 - General Securities Representative Examination
Active
Inactive
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