JH
Jeffrey A. Hakala
CLARKSTON CAPITAL PARTNERS
ROCHESTER, MI 48307
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CRD#: 4763815
JH
Professional summary
Jeffrey Anthony Hakala, who also goes by Jeff Hakala, is a registered financial advisor currently at CLARKSTON CAPITAL PARTNERS, LLC located in Rochester, Michigan.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Jeffrey has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeff Hakala
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.
Waterford Bancorp, Inc. Investment related. 3900 N. McCord Rd., Toledo, OH 43617. Community banking. Member of Board of Directors; member of Audit Committee. Less than 15 hours per month, less than 5 hours per month during trading hours. Clarkston Capital Partners, LLC. Investment related. 91 West Long Lake Rd., Bloomfield Hills, MI 48304. Investment adviser. Manager of LLC. Less than 5 hours per month during trading hours. Conifer Holdings, Inc. Not investment related. 550 West Merrill St., Ste. 200, Birmingham, MI 48009. Property and casualty holding company. Member of Board of Directors and Audit Committee member. Less than 10 hours per month. Less than 5 hours per month during trading hours. Clarkston Companies, Inc. Not investment related. 91 West Long Lake Rd., Bloomfield Hills, MI 48304. Holding company. Member of Board of Directors, Chairman, Chief Executive Officer, and President. Less than 5 hours per month during trading hours. Clarkston Ventures, LLC. Not investment related. 91 West Long Lake Rd., Bloomfield Hills, MI 48304. Proprietary trading vehicle. Managing Member of LLC. Less than 5 hours per month during trading hours. Clarkston 91 West, LLC. Not investment related. 91 West Long Lake Rd., Bloomfield Hills, MI 48304. Real estate holding company. Manager of LLC. Less than 5 hours per month during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Anthony Hakala'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®
NoneExperience
Current
April 6, 2010 - Present
CLARKSTON CAPITAL PARTNERS, LLC
Office #1: 303 East Third Street Suite 110, Rochester, MI 48307RIA
CRD#: 143456
ROCHESTER, MI
Past
November 16, 2011 - April 25, 2013
CORECAP ADVISORS
RIA
CRD#: 158819
SOUTHFIELD, MI
Past
October 9, 2007 - October 9, 2007
CLARKSTON CAPITAL PARTNERS, LLC
RIA
CRD#: 143456
TROY, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CC
CLARKSTON CAPITAL PARTNERS, LLC
CLARKSTON CAPITAL | CLARKSTON PRIVATE CLIENT | CLARKSTON CAPITAL PARTNERS, LLC
CRD#: 143456 / SEC#: 801-67681
RIA
Registered Investment Advisory firm - (3/22/2007 Approved)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(4/6/2010)
IAR
Texas(12/7/2023)
Exams
Current Firm
CC
CLARKSTON CAPITAL PARTNERS, LLC
CLARKSTON CAPITAL | CLARKSTON PRIVATE CLIENT | CLARKSTON CAPITAL PARTNERS, LLC
CRD#: 143456 / SEC#: 801-67681
RIA
Registered Investment Advisory firm - (3/22/2007 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
303 East Third St Suite 110, Rochester, MI 48307
Mailing Address
91 West Long Lake Rd, Bloomfield Hills, MI 48304
Phone number
(248) 723-8000
Established
Firm type
Fiscal year end
# of Employees
38
SEC notice filing (25 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,795 |
| AUM (Assets Under Management) | $ 6,769,151,197 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/14/2025 | ||
| 09/06/2024 | ||
| 12/22/2023 | ||
| 01/27/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CLARKSTON CAPITAL PARTNERS, LLC
CRD#: 143456Rochester, MI 48307TRUST BUT VERIFY
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