B.A. ROBERTS FINANCIAL SERVICES, INC. of MARQUETTE, MI is an SEC-registered investment adviser (CRD 289856). Regulatory assets under management: $373.9M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Bruce Allan Roberts | PRESIDENT; PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |
| Stefany Lynn Carrick | CHIEF OF STAFF | — |
| Jon Charles Mommaerts | PRESIDENT; PRINCIPAL | — |
| MOMMAERTS JON CHARLES | PRESIDENT; PRINCIPAL | — |
| ROBERTS BRUCE ALLAN | PRESIDENT; PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |
| CARRICK STEFANY LYNN | CHIEF OF STAFF | — |