David
Boike
Retirement Resources, LLC
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About this Advisor
David Boike is a chartered financial consultant who works in Auburn Hills, Michigan with 13 years of relevant experience. Boike is an employee of Retirement Resources, LLC. Their career trajectory has included roles at Retirement Resources, LLC and Global Financial Private Capital, LLC. Boike maintains a Series 63 license, qualifying them as a securities representative, and can work in Michigan. Retirement Resources, LLC is an advisory company headquartered in Auburn Hills, MI. It controls $119 million in assets under management between its 1,047 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 1,047 client accounts, just 8% belong to high-net-worth investors who have at least $1 million in investable assets. Retirement Resources, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors depend on which service is provided. Fees billed by Retirement Resources, LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Retirement Resources, LLC Brokerage Details
$118,507,054
3
1,047
$113,187
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
David Boike Work History
David has been registered as a financial advisor for 13 years.*
Global Financial Private Capital, LLC
Retirement Resources, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Boike to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Retirement Resources, LLC
Auburn Hills, MI
Auburn Hills, MI
Auburn Hills, MI
Auburn Hills, MI
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