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Michael Daniel Ulle

Plante Moran Financial Advisors

Detroit, 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 2023-10-20
  • MI RA
    APPROVED
    Since 2023-10-20

Branch Locations

1098 Woodward Ave., Detroit, MI 48226 • 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
Lineage Logisitcs Novi MI 05/2021 05/2022
Ernst And Young Detroit MI 07/2020 08/2020
Wealth Strategies Financial Group Southfield MI 05/2019 08/2019
Island Lake Boathouse Novi MI 05/2018 08/2018
Tanglewood Golf Club South Lyon MI 05/2016 08/2017
Fidelity Investments Farmington Hills MI 05/2022 10/2023
Unemployed Novi MI 08/2017 05/2018
Unemployed Novi MI 08/2018 05/2019
Unemployed Novi MI 08/2019 07/2020
Unemployed Novi MI 08/2020 05/2021
Plante Moran Financial Advisors Detroit MI 10/2023 Present
  • 05/2021 → 05/2022
    Lineage Logisitcs
    Novi, MI
  • 07/2020 → 08/2020
    Ernst And Young
    Detroit, MI
  • 05/2019 → 08/2019
    Wealth Strategies Financial Group
    Southfield, MI
  • 05/2018 → 08/2018
    Island Lake Boathouse
    Novi, MI
  • 05/2016 → 08/2017
    Tanglewood Golf Club
    South Lyon, MI
  • 05/2022 → 10/2023
    Fidelity Investments
    Farmington Hills, MI
  • 08/2017 → 05/2018
    Unemployed
    Novi, MI
  • 08/2018 → 05/2019
    Unemployed
    Novi, MI
  • 08/2019 → 07/2020
    Unemployed
    Novi, MI
  • 08/2020 → 05/2021
    Unemployed
    Novi, MI
  • 10/2023 → Present
    Plante Moran Financial Advisors
    Detroit, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-28
  • S66 Uniform Combined State Law Examination
    2022-10-28
Designations
Other Names
  • Michael Daniel Ulle
  • Michael Ulle

View on SEC IAPD

Other Firms

ROCKBRIDGE GROWTH EQUITY MANAGEMENT, L.P.
ASSEMBLY VENTURES MANAGEMENT, LLC
DETROIT VENTURE PARTNERS LP
ASSEMBLY VENTURES SELECT MANAGEMENT, LLC
SIGNAL ADVISORS WEALTH, LLC
THE HUNTINGTON INVESTMENT COMPANY
M HOLDINGS SECURITIES, INC.
UBS FINANCIAL SERVICES INC.

Other Investors

James Michael Morris
LASHAE MAURICE MCMILLAN
Jesse Dean Grutz
Chae Hui Kyle
RANDALL J. CASHMORE
JENNIFER OLANO RAMOS
Alan Lee Crouse
Jason Rindskopf

Other Offices

ROCKBRIDGE GROWTH EQUITY MANAGEMENT, L.P. · DETROIT, MI
ASSEMBLY VENTURES MANAGEMENT, LLC · DETROIT, MI
DETROIT VENTURE PARTNERS LP · DETROIT, MI
ASSEMBLY VENTURES SELECT MANAGEMENT, LLC · DETROIT, MI
SIGNAL ADVISORS WEALTH, LLC · DETROIT, MI
THE HUNTINGTON INVESTMENT COMPANY · Detroit, MI
M HOLDINGS SECURITIES, INC. · Detroit, MI
UBS FINANCIAL SERVICES INC. · Detriot, MI

More in Detroit, MI

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