Christopher Emde
Advisor at Emde Wealth Management LLC
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.
Advisor at Emde Wealth Management LLC
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
Emde Wealth Management LLC
Location
Bloomfield Hills, MI 48302
Credentials
Series 66
Industry experience
18 years
Christopher Emde is a financial advisor with Emde Wealth Management LLC in Bloomfield Hills, MI, holding a Series 66 designation and 18 years of industry experience. He previously worked at Gregory J. Schwartz & Co., Inc. and currently operates his own investment advisory firm. Emde is also a licensed insurance agent, selling health and life insurance as well as fixed annuities. Emde Wealth Management LLC serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities by providing comprehensive financial planning, discretionary portfolio management, and qualified retirement plan consulting. The firm employs a strategic long-term investment approach combined with tactical asset allocation and offers a range of plan consulting services that include fiduciary support and participant education.
Based on Emde Wealth Management LLC
Based on Emde Wealth Management LLC
Financial planning services fee ranges from $500 to $5,000, negotiable
1.00% annually
Owner receives commissions separately as a registered representative of a broker-dealer for certain recommended services
7 West Square Lake Road
Bloomfield Hills, MI 48302
Michigan
EMDE Wealth Managment LLC
2016 - Present (10 years)
Regulus, LLC
2016 - Present (10 years)
Gregory J. Schwartz & Co., Inc.
2009 - 2016 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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