Michael S Plette

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

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

Current Employers

Employment History

• 01/2025 → Present
  Raymond James & Associates, Inc.
  Ruston, LA
• 12/2022 → 12/2024
  Crossmark Management Group
  Ruston, LA
• 01/2014 → 12/2022
  Louisiana National Bank
  Ruston, LA

Other Businesses

MMAP Ventures LLC - Real estate investment. Manager/Member. Started in May 2021. Currently own one single family residence in Ruston, La Lawn care business completed under personal name (no LLC). I have one yard that I mow on weekends/evenings.

Exams

• S66 Uniform Combined State Law Examination
  2025-05-23