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Adam Laakko

Advisor at SkySail Wealth Management LLC

Updated today

Firm

SkySail Wealth Management LLC

Location

Nunica, MI

Credentials

Series 66

Industry experience

15 years

About

Adam Laakko is a financial advisor at SkySail Wealth Management LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at MetLife Securities Inc, Massachusetts Mutual Life Insurance Company, and MassMutual MidMichigan. Laakko also maintains a registered representative role to service clients with variable annuities, mutual funds, 529 plans, and brokerage accounts. SkySail Wealth Management provides discretionary portfolio management and investment advisory services primarily to individual and high-net-worth clients, using a variety of analytical methods and implementing both long- and short-term trading strategies. The firm requires clients to custody assets at Schwab Institutional and offers participant account management through a third-party platform.

Client services

Based on SkySail Wealth Management LLC

Portfolio management

Expertise

Based on SkySail Wealth Management LLC

Options & derivatives strategies Private / alternative investments Concentrated stock management Real estate investing

Fee options

Percentage

2.00% annually

Commissions

Commissionable products sold by supervised persons, but commissions are not the primary compensation for advisory services

Location

Nunica, MI

Most active in

Michigan

Work history

SkySail Wealth Management LLC

2020 - Present (6 years)

MassMutual MidMichigan

2017 - 2020 (3 years)

Mass Mutual Investors Services

2017 - 2020 (3 years)

Massachusetts Mutual life Insurance Company

2016 - 2020 (4 years)

MetLife Securities Inc

2012 - 2017 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Marc L

Series 63, Series 66

Grand Haven, MI

MSDR Partners, LLC

Income planning Social Security optimization General retirement planning Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Scott G

CFP®

Jenison, MI

Socrates Financial Planning

I was a college professor for many years and now I teach fellow professors how to manage their finances with confidence. I teach early-career professors how to create an effective financial plan and teach seasoned professors how to adjust their plans as retirement approaches. As a professor, I prepare for the first day of class. As a money mentor, I help professors prepare for their first day of retirement. As a professor, I help students develop an academic plan to meet their career goals. As a money mentor, I help professors develop a financial plan to achieve their life goals. Unlike most financial professionals, I work with you as a fee-only fiduciary planner. This means I am paid directly by you for objective advice without sales commissions, hidden fees, or conflicts of interests. My earliest money memory is saving my allowance and birthday money to pay for a toy when I was seven years old. I went to the sales counter with my piggy bank and dumped out coins and crumpled dollar bills. To this day, I value the ability to save for future goals. And yes, I still own the ceramic piggy bank! Investments are important, but so are income taxes, insurance, education funding, daily spending habits, estate planning and our relationship with money. I look forward to helping you achieve clarity and confidence with all aspects of a comprehensive financial plan.

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy General tax planning Educators, Teachers, and Academics University Employee
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James S

Series 63, Series 66

Grand Haven, MI

Abbit Management Corp

Retirement plans for business owners (SEP, solo 401k)
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Michael P

Series 63, Series 65

Muskegon, MI

Braeburn Wealth Management, LLC

Active portfolio management Concentrated stock management Options & derivatives strategies Real estate investing
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Samuel W

Series 65

Grand Haven, MI

Abbit Management Corp

Retirement plans for business owners (SEP, solo 401k)
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Christopher T

Series 63, Series 65

Grand Haven, MI

Strategic Financial Group, L.L.C.

Wealth management Annuities Real estate investing Cash flow / budgeting
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