Best Investors Account Sign in

Kasey Lynn Styrna

Plante Moran Financial Advisors

Chicago, IL

Southfield, MI

CRD 4044045

Claim This Profile
Employer firm

Plante Moran Financial Advisors CRD 112158

$25.1B regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Plante Moran Financial Advisors

3000 Town Center Suite 100, Southfield, MI 48075 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2013-11-27
  • MI RA
    APPROVED
    Since 2013-11-27

Branch Locations

10 S Riverside Plaza 10Th Floor, Chicago, IL 60606 • United States

3000 Town Center Suite 100, Southfield, MI 48075 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Plante Moran Insurance Agency Southfield MI 11/2013 Present
Plante Moran Financial Advisors Southfield MI 11/2013 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-06-28
S63 Uniform Securities Agent State Law Examination 2000-03-30
  • S66 Uniform Combined State Law Examination
    2010-06-28
  • S63 Uniform Securities Agent State Law Examination
    2000-03-30
Other Names
  • Kasey Lynn Campbell

View on SEC IAPD

More in Chicago, IL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor