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Plante Moran Financial Advisors CRD 112158
$25.1B regulatory AUM 4 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3000 Town Center Suite 100, Southfield, MI 48075 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-05-09 |
Branch Locations
3000 Town Center Suite 100, Southfield, MI 48075 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plante Moran Financial Advisors | Southfield | MI | 01/2026 | Present |
| Cypress Partners, Llc | Birmingham | MI | 06/2025 | 12/2025 |
| Cypress Partners, Llc | Birmingham | MI | 01/2025 | 05/2025 |
| Cfox Advisory | Royal Oak | MI | 04/2024 | 12/2024 |
| Brose Group | Auburn Hills | MI | 08/2023 | 03/2024 |
| Meijer | Fraser | MI | 05/2021 | 07/2023 |
| Oakland University | Auburn Hills | MI | 09/2021 | 05/2025 |
| Cousino Senior High School | Warren | MI | 09/2016 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-08 |
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