Best Investors Account Sign in
Inactive

James Matthew Baird

Plante Moran Financial Advisors

Portage, MI

Claim This Profile
Current Employers
Plante Moran Financial Advisors

3000 Town Center Suite 100, Southfield, MI 48075 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2010-02-02
  • MI RA
    APPROVED
    Since 2010-02-02

Branch Locations

750 Trade Centre Way Suite 300, Portage, MI 49002 • 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 Portage MI 01/1999 Present
Plante & Moran Pllc Portage MI 01/1994 Present
Other Businesses

PLANTE & MORAN, PLLC, SOUTHFIELD, MI, PARTNER, NOT INVESTMENT RELATED, 0 HOURS PER MONTH

Designations
Other Names
  • Jim Baird
  • James M Baird

View on SEC IAPD

Other Firms

ZHANG FINANCIAL
EDELMAN FINANCIAL ENGINES
EDWARD JONES
PFS INVESTMENTS INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
OPPENHEIMER & CO. INC.
BANKERS LIFE ADVISORY SERVICES, INC.

Other Investors

LYNN LING CHEN-ZHANG
CHRISTINE MARIE LINDBERG
AMANDA MARIE HARTMAN
David William Marshall
GISELLE KRISTINE SCHLUBATIS
YUANLEI ZHU
ROBERT SCOTT MCDOUGALL
CAMERON TYLER KLEINHEKSEL

Other Offices

ZHANG FINANCIAL · PORTAGE, MI
EDELMAN FINANCIAL ENGINES · PORTAGE, MI
EDWARD JONES · Portage, MI
PFS INVESTMENTS INC. · PORTAGE, MI
PFS INVESTMENTS INC. · PORTAGE, MI
STIFEL, NICOLAUS & COMPANY, INCORPORATED · PORTAGE, MI
PFS INVESTMENTS INC. · PORTAGE, MI
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · PORTAGE, MI

More in Portage, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor