Ian Joseph Randall

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2021 → Present
  Plante Moran Financial Advisors
  Kalamazoo, MI
• 02/2018 → 12/2020
  Western Michigan Student Recreation Center
  Kalamazoo, MI
• 07/2020 → 08/2020
  Plante Moran Financial Advisors
  Kalamazoo, MI
• 08/2016 → 12/2020
  Western Michigan University
  Kalamazoo, MI
• 06/2019 → 08/2019
  Plante Moran Financial Advisors
  Kalamazoo, MI
• 05/2018 → 08/2018
  Palatine Hill Wealth Management
  Ann Arbor, MI
• 05/2018 → 08/2018
  Northville Hills Golf Club
  Northville, MI
• 05/2017 → 08/2017
  Northville Hills Golf Club
  Northville, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-10

Designations

• Certified Financial Planner