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Plante Moran Financial Advisors CRD 112158
$25.1B regulatory AUM 4 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3000 Town Center Suite 100, Southfield, MI 48075 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| MI | RA | APPROVED | 2025-01-01 |
| LA | RA | APPROVED | 2023-03-20 |
| TX | RA | APPROVED | 2023-03-20 |
| IL | RA | APPROVED | 2017-01-03 |
Branch Locations
200 N Martingale Rd 9Th Floor, Schaumburg, IL 60173 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linenger Wealth Management | Glen Ellyn | IL | 02/2010 | 12/2017 |
| Plante Moran Financial Advisors | Chicago | IL | 12/2016 | Present |
Plante & Moran PLLC, Southfield, MI; Partner. Not investment related. 0 hours per month. Wheaton Christian Grammar School, located at 1N350 Taylor Dr, Winfield IL - Board Member. No compensation, volunteering time to attend monthly meetings & assist with decisions related to running the school. Less than 1 hour per month during trading hours. Not investment related.
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