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3000 Town Center Suite 100, Southfield, MI 48075 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-06-15 |
| TX | RA | APPROVED | 2023-03-15 |
| MI | RA | APPROVED | 2009-11-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plante Moran Financial Advisors | Southfield | MI | 06/2007 | Present |
| Plante & Moran, Pllc | Southfield | MI | 07/2019 | Present |
PARTNER, PLANTE & MORAN PLLC. SOUTHFIELD, MI; NOT INVESTMENT RELATED. 0 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-11-07 |
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