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Alexander Winnie

Plante Moran Financial Advisors

Ann Arbor, MI

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Current Employers
Plante Moran Financial Advisors

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-10-02
  • MI RA
    APPROVED
    Since 2023-10-02

Branch Locations

1000 Oakbrook Dr. Ste 400, Ann Arbor, MI 48104 • 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 Financial Advisors Ann Arbor MI 08/2023 Present
N/A Belleville MI 05/2023 08/2023
Plante Moran Financial Advisors Ann Arbor MI 06/2022 08/2022
Cg Financial Services Haslett MI 09/2021 12/2021
Ebuymedia Plymouth MI 06/2020 09/2021
Michigan State University East Lansing MI 08/2019 05/2023
Fr. Gabriel Richard High School Ann Arbor MI 08/2015 05/2019
  • 08/2023 → Present
    Plante Moran Financial Advisors
    Ann Arbor, MI
  • 05/2023 → 08/2023
    N/A
    Belleville, MI
  • 06/2022 → 08/2022
    Plante Moran Financial Advisors
    Ann Arbor, MI
  • 09/2021 → 12/2021
    Cg Financial Services
    Haslett, MI
  • 06/2020 → 09/2021
    Ebuymedia
    Plymouth, MI
  • 08/2019 → 05/2023
    Michigan State University
    East Lansing, MI
  • 08/2015 → 05/2019
    Fr. Gabriel Richard High School
    Ann Arbor, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-30
  • S65 Uniform Investment Adviser Law Examination
    2023-09-30
Other Names
  • Alex Walter Winnie

View on SEC IAPD

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Other Investors

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DOUGLAS ALAN VANDERSTELT
MARCUS MAYURKANT TRIVEDI
JENNIFER A. WATSON
SCOTT ARTHUR HAYDEN
DENNIS JOHN CUNNINGHAM

Other Offices

SPC · ANN ARBOR, MI
SPC · Ann Arbor, MI
LPL FINANCIAL LLC · ANN ARBOR, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ANN ARBOR, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ANN ARBOR, MI
FIRST HEARTLAND CONSULTANTS, INC. · ANN ARBOR, MI
LPL FINANCIAL LLC · ANN ARBOR, MI
OSAIC ADVISORY SERVICES, LLC · Ann Arbor, MI

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