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Bryce L Morgan

Plante Moran Financial Advisors

Chicago, IL

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Current Employers
Plante Moran Financial Advisors

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-06-13
  • IL RA
    APPROVED
    Since 2023-06-13

Branch Locations

10 S Riverside Plaza, Chicago, IL 60606 • 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 Chicago IL 08/2022 Present
Robert W Baird & Co. Madison WI 05/2021 05/2022
Wisconsin Union Madison WI 02/2020 04/2021
Schmitz Ready Mix Inc. Grafton WI 05/2020 08/2020
Piggly Wiggly Midwest Sheboygan WI 06/2018 08/2019
Kohler Co. Kohler WI 06/2017 08/2017
University Of Wisconsin - Madison Madison WI 09/2018 05/2022
Cgb High School Cedar Grove WI 09/2014 06/2018
  • 08/2022 → Present
    Plante Moran Financial Advisors
    Chicago, IL
  • 05/2021 → 05/2022
    Robert W Baird & Co.
    Madison, WI
  • 02/2020 → 04/2021
    Wisconsin Union
    Madison, WI
  • 05/2020 → 08/2020
    Schmitz Ready Mix Inc.
    Grafton, WI
  • 06/2018 → 08/2019
    Piggly Wiggly Midwest
    Sheboygan, WI
  • 06/2017 → 08/2017
    Kohler Co.
    Kohler, WI
  • 09/2018 → 05/2022
    University Of Wisconsin - Madison
    Madison, WI
  • 09/2014 → 06/2018
    Cgb High School
    Cedar Grove, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-13
  • S65 Uniform Investment Adviser Law Examination
    2023-06-13
Designations

View on SEC IAPD

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