Adam
Mclaughlin

River Raisin Investment Partners, Inc

CRD#5234319
Investment Advisor
in Monroe, MI

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About this Advisor

Adam Mclaughlin is a financial advisor whose office is in Monroe, Michigan. Currently an investment advisor with River Raisin Investment Partners, Inc, they have gathered 11 years of work experience. Mclaughlin has Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Mclaughlin can act as an advisor based out of Michigan and Ohio. During their career, the advisor has held roles at Lpl Financial and River Raisin Investment Partners. River Raisin Investment Partners, Inc is headquartered in Monroe, Michigan. As a registered investment firm, River Raisin Investment Partners, Inc manages $66 million in assets throughout 558 accounts and retains two staff members. The firm's total assets under management makes it one of the smaller firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 13% of the investment firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. River Raisin Investment Partners, Inc provides financial planning services and portfolio management for individuals and small businesses. The firm's fees may include asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

10 W. First St.
Monroe, MI 48161

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River Raisin Investment Partners, Inc Brokerage Details

Total Assets Under Management

$65,570,958

MI Average: $943,424,332
Total Number of Employees

2

MI Average: 21
Total Number of Accounts

558

MI Average: 1,586
Average Account Size

$117,511

MI Average: $594,845

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Adam Mclaughlin Work History

Adam has 11 years of experience.

2019 - Present (2 years)

River Raisin Investment Partners

2019 - Present (2 years)

River Raisin Investment Partners

2009 - 2019 (10 years)

Lpl Financial

Disclosures

Adam Mclaughlin has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at River Raisin Investment Partners, Inc

Scott Burns
Monroe, MI
Adam Mclaughlin
Monroe, MI

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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