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James Matthew Baird

Plante Moran Financial Advisors

Portage, MI

CRD 5041143

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Employer firm

Plante Moran Financial Advisors CRD 112158

$25.1B regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

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
  • Certified Financial Planner
Other Names
  • Jim Baird
  • James M Baird

View on SEC IAPD

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Nearby Investors

LYNN LING CHEN-ZHANG
CHRISTINE MARIE LINDBERG
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Nearby Offices

ZHANG FINANCIAL · PORTAGE, MI
EDELMAN FINANCIAL ENGINES · PORTAGE, MI
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