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Ian Joseph Randall

Plante Moran Financial Advisors

Portage, MI

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Current Employers
Plante Moran Financial Advisors

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-08
MI RA APPROVED 2022-03-10
  • TX RA
    APPROVED
    Since 2025-07-08
  • MI RA
    APPROVED
    Since 2022-03-10

Branch Locations

750 Trade Centre Way, Portage, MI 49002 • 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 Kalamazoo MI 01/2021 Present
Western Michigan Student Recreation Center Kalamazoo MI 02/2018 12/2020
Plante Moran Financial Advisors Kalamazoo MI 07/2020 08/2020
Western Michigan University Kalamazoo MI 08/2016 12/2020
Plante Moran Financial Advisors Kalamazoo MI 06/2019 08/2019
Palatine Hill Wealth Management Ann Arbor MI 05/2018 08/2018
Northville Hills Golf Club Northville MI 05/2018 08/2018
Northville Hills Golf Club Northville MI 05/2017 08/2017
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-10
  • S65 Uniform Investment Adviser Law Examination
    2022-03-10
Designations

View on SEC IAPD

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Other Investors

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CHRISTINE MARIE LINDBERG
AMANDA MARIE HARTMAN
David William Marshall
GISELLE KRISTINE SCHLUBATIS
YUANLEI ZHU
ROBERT SCOTT MCDOUGALL
CAMERON TYLER KLEINHEKSEL

Other Offices

ZHANG FINANCIAL · PORTAGE, MI
EDELMAN FINANCIAL ENGINES · PORTAGE, MI
EDWARD JONES · Portage, MI
PFS INVESTMENTS INC. · PORTAGE, MI
PFS INVESTMENTS INC. · PORTAGE, MI
STIFEL, NICOLAUS & COMPANY, INCORPORATED · PORTAGE, MI
PFS INVESTMENTS INC. · PORTAGE, MI
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · PORTAGE, MI

More in Portage, MI

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