Stifel, Nicolaus & Company
45yrs
Top advisor by experience in Rochester
19yrs
Gerald Hakala
Full name on record: Gerald Wayne Hakala
Financial advisor at Clarkston Capital Partners
Gerald Hakala is a financial advisor in Rochester, Michigan, with 19 years in the industry. Gerald joined Clarkston Capital Partners in 2023, a firm offering investment management and private fund management. Gerald holds the CFA designation.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 67% of advisors at Clarkston Capital Partners
Office303 East Third Street Suite 110, Rochester, MI 48307
How the firm is paid ?Percent of assets
Typical client at the firm ?$1.57 million
Advisors at the firm6
States licensed ?1 state
Services through Clarkston Capital Partners
Investment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2023 – nowClarkston Capital Partners, LLCCurrent firm
- Oct 2007 – Oct 2007Clarkston Capital Partners, LLCPreviously
Contact Gerald
(248) 940-3040Clarkston Capital Partners main office 303 East Third Street Suite 110Rochester, MI 48307Office · Get directions Firm websitewww.clarkstonpc.com
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Gerald
Tailored to Gerald’s registration and firm.
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Gerald
How do I contact Gerald?
Call Clarkston Capital Partners at (248) 940-3040 and ask for Gerald Hakala. Gerald works from the Rochester, MI office.
How long has Gerald been a financial advisor?
Gerald has been in the industry since 2007, about 19 years. More experience than 67% of advisors at Clarkston Capital Partners.
What licenses does Gerald hold?
No exams are listed on the official record.
Is Gerald a fiduciary?
Gerald is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Gerald paid?
Clarkston Capital Partners reports being paid by a percentage of the assets they manage. Ask Gerald for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Osaic Wealth
44yrs
Top 1% by experience in Rochester
LPL Financial
43yrs
Top 1% by experience nationwide
CPR Investments
41yrs
Top 2% by experience in Rochester
LPL Financial
40yrs
Top 3% by experience in Rochester
LPL Financial
39yrs
Top 3% by experience in Rochester