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Caitlyn Sue Gimler

Plante Moran Financial Advisors

Grand Rapids, 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 2021-07-08
  • MI RA
    APPROVED
    Since 2021-07-08

Branch Locations

634 Front Ave. Nw Suite 300, Grand Rapids, MI 49504 • 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 Grand Rapids MI 08/2020 Present
Grand Valley State University Allendale MI 08/2017 08/2020
Goodbody Stockbrokers Dublin 06/2019 08/2019
Denison Financial Grand Rapids MI 12/2018 04/2019
Grand Valley State University Allendale MI 12/2017 04/2019
Grand Valley State University Allendale MI 10/2017 12/2017
Drifter's Family Restaurant Escanaba MI 10/2016 04/2017
Gladstone High School Gladstone MI 09/2013 05/2017
  • 08/2020 → Present
    Plante Moran Financial Advisors
    Grand Rapids, MI
  • 08/2017 → 08/2020
    Grand Valley State University
    Allendale, MI
  • 06/2019 → 08/2019
    Goodbody Stockbrokers
    Dublin
  • 12/2018 → 04/2019
    Denison Financial
    Grand Rapids, MI
  • 12/2017 → 04/2019
    Grand Valley State University
    Allendale, MI
  • 10/2017 → 12/2017
    Grand Valley State University
    Allendale, MI
  • 10/2016 → 04/2017
    Drifter's Family Restaurant
    Escanaba, MI
  • 09/2013 → 05/2017
    Gladstone High School
    Gladstone, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-08
  • S65 Uniform Investment Adviser Law Examination
    2021-07-08
Designations
Other Names
  • Caitlyn Gimler

View on SEC IAPD

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Other Offices

J. W. COLE ADVISORS, INC. · Grand Rapids, MI
CREATIVEONE WEALTH, LLC · Grand Rapids, MI
AI ALPHA LLC · GRAND RAPIDS, MI
WEALTHSPAN INVESTMENT MANAGEMENT, LLC · GRAND RAPIDS, MI
STRATEGIC NAVIGATORS PRIVATE WEALTH · GRAND RAPIDS, MI
ADVISOR 123 LLC · CALEDONIA, MI
ASPIRE WEALTH · CALEDONIA, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · GRAND RAPIDS, MI

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