Jacob
Petrick
Plante Moran Financial Advisors
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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Plante Moran Financial Advisors Brokerage Details
$16,742,515,079
139
16,199
$1,033,552
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.*
Plante Moran Financial Advisors
None
Plante Moran Financial Advisors
Kellogg'S
Alliance Beverage
Lee'S Famous Recipe
N/A
Western Michigan University
Muskegon Community College
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
Monroe, WA
Chicago, IL
Portage, MI
West Bloomfield, MI
Detroit, MI
Southfield, MI
Grand Rapids, MI
East Lansing, 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.
