Jacob
Petrick

Plante Moran Financial Advisors

CRD#7690505
Investment Advisor
in Portage, MI

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About this Advisor

Jacob Petrick is a financial advisor based out of Portage, Michigan. Petrick is an employee of Plante Moran Financial Advisors. The advisor has gained experience at Plante Moran Financial Advisors, None, Kellogg'S, Alliance Beverage, Lee'S Famous Recipe, N/A, Reeths-Puffer Schools, Muskegon Community College and Western Michigan University. Petrick maintains a Series 65 license, certifying them as an investment advisor representative, and can operate in Michigan. Plante Moran Financial Advisors is a financial advisory company that has its headquarters in Southfield, MI. The company has offices in 12 locations and a total of 139 employees. It oversees $17 billion in assets under management among its 16,199 client accounts, making it one of the largest firms in the United States by assets under management. The firm provides services to four charitable organizations. Of its 16,199 customer accounts, 87% are associated with high-net-worth clients who have at least $1 million in assets. Plante Moran Financial Advisors provides a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management vary depending on which service is offered. Fees billed by Plante Moran Financial Advisors most likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

750 Trade Centre Way Suite 300
Portage, MI 49002

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Plante Moran Financial Advisors Brokerage Details

Total Assets Under Management

$16,742,515,079

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

139

MI Average: 21
Total Number of Accounts

16,199

MI Average: 1,586
Average Account Size

$1,033,552

MI Average: $594,845

Investment Advisory Services

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

Jacob Petrick Work History

Jacob has been registered as a financial advisor for 0 years.*

2022 - Present (2 years)

Plante Moran Financial Advisors

2021 - 2022 (1 year)

None

2021 - 2021 (< 1 year)

Plante Moran Financial Advisors

2020 - 2021 (1 year)

Kellogg'S

2020 - 2020 (< 1 year)

Alliance Beverage

2020 - 2020 (< 1 year)

Lee'S Famous Recipe

2019 - 2020 (1 year)

N/A

2019 - 2021 (2 years)

Western Michigan University

2017 - 2019 (2 years)

Muskegon Community College

2013 - 2017 (4 years)

Reeths-Puffer Schools

*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 Jacob Petrick 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 Plante Moran Financial Advisors

Steven Gibson
Chicago, IL
Jacob Petrick
Portage, MI
Logan Olsen
Monroe, WA
Justin Halvorson
Detroit, MI
Cartier Zori
West Bloomfield, MI
James Comer
Columbus, OH
Patrick Patton
Southfield, MI
Jacob Schumaker
Portage, MI

The content in this profile was updated by SmartAsset on 4/16/2023. 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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