Paul J. Huebner

PARK INVESTMENTS AND CONSULTING LLC

GROSSE POINTE, MI 48230

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CRD#: 4262776

Professional summary

Paul John Huebner is a registered financial advisor currently at PARK INVESTMENTS AND CONSULTING LLC located in Grosse Pointe, Michigan.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Paul has worked at 3 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul John Huebner's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 13, 2024 - Present

PARK INVESTMENTS AND CONSULTING LLC

Office #1: 17154 Kercheval Ave., Grosse Pointe, MI 48230

RIA

CRD#: 330380

GROSSE POINTE, MI

Past

January 20, 2011 - April 12, 2024

POINTE CAPITAL MANAGEMENT LLC

RIA

CRD#: 152520

GROSSE POINTE FARMS, MI

Past

April 21, 2010 - December 31, 2010

POINTE CAPITAL MANAGEMENT LLC

RIA

CRD#: 152520

GROSSE POINTE FARMS, MI

Past

September 11, 2007 - December 31, 2007

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

GROSSE POINTE FARMS, MI

Past

July 2, 2004 - February 17, 2010

UBS FINANCIAL SERVICES INC.

CRD#: 8174

GROSSE POINTE FARMS, MI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(5/13/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/2/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 8/6/2004

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 7/1/2004

General Securities Representative Examination

Current Firm

PARK INVESTMENTS AND CONSULTING LLC

CRD#: 330380 / SEC#:

Michigan

Registered Investment Advisory firm - (5/13/2024 Approved)

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Contact information

Main Address

17154 Kercheval Ave., Grosse Pointe, MI 48230

Mailing Address

Phone number

(313) 818-1102

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	34
AUM (Assets Under Management)	$ 13,408,240

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Paul J. Huebner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul John Huebner's CRS (Customer Relationship Summary).

Certified licenses

Experience

PARK INVESTMENTS AND CONSULTING LLC

POINTE CAPITAL MANAGEMENT LLC

POINTE CAPITAL MANAGEMENT LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/2/2010

Series 66

Date: 8/6/2004

Series 7

Date: 7/1/2004

Current Firm

PARK INVESTMENTS AND CONSULTING LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PARK INVESTMENTS AND CONSULTING LLC

TRUST BUT VERIFY

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