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Sean Phillip Morris

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 2021-04-13
  • MI RA
    APPROVED
    Since 2021-04-13

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 Grand Rapids MI 08/2018 08/2020
Hantz Financial Grandville MI 05/2019 12/2019
Grand Valley State Athletics Allendale MI 09/2018 05/2019
Detroit Lions Detroit MI 05/2018 08/2018
Washtenaw Community College Ann Arbor MI 08/2016 05/2018
Selcra Brighton MI 11/2016 05/2018
Wcc Sports Ann Arbor MI 07/2016 05/2018
  • 08/2020 → Present
    Plante Moran Financial Advisors
    Grand Rapids, MI
  • 08/2018 → 08/2020
    Grand Valley State University
    Grand Rapids, MI
  • 05/2019 → 12/2019
    Hantz Financial
    Grandville, MI
  • 09/2018 → 05/2019
    Grand Valley State Athletics
    Allendale, MI
  • 05/2018 → 08/2018
    Detroit Lions
    Detroit, MI
  • 08/2016 → 05/2018
    Washtenaw Community College
    Ann Arbor, MI
  • 11/2016 → 05/2018
    Selcra
    Brighton, MI
  • 07/2016 → 05/2018
    Wcc Sports
    Ann Arbor, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-13
  • S65 Uniform Investment Adviser Law Examination
    2021-04-13
Designations
Other Names
  • Sean Morris

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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