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Hannah Renee Huehn

Plante Moran Financial Advisors

Southfield, MI

CRD 7362108

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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 2021-04-23
  • MI RA
    APPROVED
    Since 2021-04-23

Branch Locations

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 Financial Advisors Southfield MI 08/2019 Present
None Commerce MI 06/2019 08/2019
Michigan State University East Lansing MI 09/2018 06/2019
Plante Moran Financial Advisors East Lansing MI 06/2018 09/2018
Michigan State University East Lansing MI 01/2018 06/2018
Adient Plymouth MI 05/2017 09/2017
Michigan State University East Lansing MI 09/2016 05/2017
Michigan State University East Lansing MI 08/2015 05/2019
  • 08/2019 → Present
    Southfield, MI
  • 06/2019 → 08/2019
    None
    Commerce, MI
  • 09/2018 → 06/2019
    Michigan State University
    East Lansing, MI
  • 06/2018 → 09/2018
    East Lansing, MI
  • 01/2018 → 06/2018
    Michigan State University
    East Lansing, MI
  • 05/2017 → 09/2017
    Adient
    Plymouth, MI
  • 09/2016 → 05/2017
    Michigan State University
    East Lansing, MI
  • 08/2015 → 05/2019
    Michigan State University
    East Lansing, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-23
  • S65 Uniform Investment Adviser Law Examination
    2021-04-23
Designations
  • Certified Financial Planner

View on SEC IAPD

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