Advisor at River Raisin Investment Partners, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
River Raisin Investment Partners, Inc.
Location
Monroe, MI 48161
Credentials
Series 63, Series 65
Industry experience
19 years
Adam Mclaughlin is a financial advisor at River Raisin Investment Partners, Inc. with 19 years of industry experience. He previously worked at LPL Financial for 10 years before joining his current firm in 2019. Outside of his advisory role, he serves as an alternate on the Monroe Charter Township Zoning Board of Appeals. River Raisin Investment Partners provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm utilizes a combination of fundamental analysis, modern portfolio theory, and technical analysis, employing a range of investment vehicles including ETFs, mutual funds, equities, and fixed income.
Based on River Raisin Investment Partners, Inc.
Based on River Raisin Investment Partners, Inc.
Fixed financial planning fees paid in arrears upon completion
Up to 2.50% annually
Commissions received through outside business activities for sale of investment products; commissions are not primary compensation and advisory fees are not reduced by commissions
230 W Front St
Monroe, MI 48161
Michigan · Ohio
River Raisin Investment Partners
2019 - Present (7 years)
River Raisin Investment Partners
2019 - Present (7 years)
LPL Financial
2009 - 2019 (10 years)
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Trust company
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Lawyer
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Real estate agent
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Monroe, MI
Harwood Investment Strategies, L.L.C.
Series 63, Series 66
Monroe, MI
River Raisin Investment Partners, Inc.
Series 63, Series 65
Lambertville, MI
Advanced Financial Management, Inc.
Series 65
Monroe, MI
Harwood Investment Strategies, L.L.C.
Series 63, Series 65
Temperance, MI
Structured Wealth Management, Inc.
Series 66
Dundee, MI
Fairway Investment Group, LLC
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