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GH

Gerald W. Hakala

CLARKSTON CAPITAL PARTNERS
ROCHESTER, MI 48307
Some features on this profile are disabled
CRD#: 4763821
GH

Professional summary

Gerald Wayne Hakala, CFA, who also goes by Gerald W. Hakala, Gerald Wayne Hakala II, Jerry Hakala, is a registered financial advisor currently at CLARKSTON CAPITAL PARTNERS, LLC located in Rochester, Michigan.

Gerald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Gerald has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Gerald W. Hakala | Gerald Wayne Hakala Ii | Jerry 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gerald Wayne Hakala's CRS (Customer Relationship Summary).
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®
CFA

Chartered Financial Analyst

Experience

Current

April 6, 2010 - Present

CLARKSTON CAPITAL PARTNERS, LLC

Office #1: 303 East Third Street Suite 110, Rochester, MI 48307
RIA
CRD#: 143456
ROCHESTER, 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)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
303 East Third St Suite 110, Rochester, MI 48307
Mailing Address
Phone number
(248) 940-3040
Established
Firm type
Fiscal year end
# of Employees
25

SEC notice filing (21 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CLARKSTON PRIVATE CLIENT FORM ADV PART 2 BROCHURE 2-10-26 (2/10/2026)
CLARKSTON CAPITAL FORM ADV PART 2 BROCHURE 2-10-26 (2/10/2026)

Regulatory assets under management

Total Number of Accounts712
AUM (Assets Under Management)$ 3,868,362,928

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/14/2025
Cover Page
Report
09/06/2024
Cover Page
Report
12/22/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

CLARKSTON CAPITAL PARTNERS, LLC

CRD#: 143456Rochester, MI 48307

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