Emily
Prater

Blue Chip Partners, LLC

CRD#7442272
Investment Advisor
in Farmington, MI

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About this Advisor

Emily Prater is a financial advisor based in Farmington, Michigan, working with Blue Chip Partners, LLC. Emily has previously held positions at Uncle Ray's Dairyland, Michigan State University, Deloitte Tax LLP, Breslin Student Events Center, Doeren Mayhew, and Blue Chip Partners, LLC. Emily has passed the Series 65 regulatory exam and is registered to provide services in Florida, Michigan, and Texas. Currently, Emily is part of Blue Chip Partners, LLC, which operates out of Farmington, Michigan. The firm has 28 employees and manages assets totaling $1.3 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Blue Chip Partners, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

38505 Country Club Drive Suite 150
Farmington, MI 48331

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Blue Chip Partners, LLC Brokerage Details

Total Assets Under Management

$1,279,740,797

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

28

MI Average: 21
Total Number of Accounts

2,548

MI Average: 1,586
Average Account Size

$502,253

MI Average: $594,845

Investment Advisory Services

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

Emily Prater Work History

2021 - Present (3 years)

Blue Chip Partners, LLC

2021 - 2021 (< 1 year)

Doeren Mayhew

2018 - 2020 (2 years)

Deloitte Tax Llp

2016 - 2017 (1 year)

Michigan State University

2015 - 2016 (1 year)

Deloitte Tax Llp

2015 - 2018 (3 years)

Breslin Student Events Center

2013 - 2015 (2 years)

Uncle Ray'S Dairyland

2013 - 2015 (2 years)

Michigan State University

Disclosures

Please visit the SEC profile of Emily Prater 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 Blue Chip Partners, LLC

Vincent Parrack
Farmington, MI
Gina Digirolamo
Farmington, MI
Emily Prater
Farmington, MI
Adam Larkin
Farmington, MI
David Salehi
Farmington, MI
Cody Vanderhagen
Farmington, MI
Naoko Mckelvey
Farmington, MI
Deborah Vandam
Farmington, MI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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