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Peter Bakalis

Advisor at Bakalis Financial Inc.

Updated today

Firm

Bakalis Financial Inc.

Location

Trenton, MI

Credentials

Series 63, Series 66

Industry experience

13 years

Fee options

Percentage

1.50% annually

Work history

Bakalis Financial Inc.

2022 - Present (4 years)

D.H. Hill Advisors, Inc.

2019 - 2022 (3 years)

DH Hill Securities

2019 - 2022 (3 years)

Spc

2013 - 2018 (5 years)

Sigma Financial Corporation

2013 - 2018 (5 years)

Maalouf Salon (GHGW, Inc.)

2009 - Present (17 years)

Disclosures

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

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Series 66

Wyandotte, MI

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Flat Rock, MI

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Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management General retirement planning Wealth management Founder/Business Owner

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CFP®, Series 66

Woodhaven, MI

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College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Retirement withdrawal strategies General estate planning guidance Founder/Business Owner
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