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Todd Lowrie Mcclain

Plante Moran Financial Advisors

Flint, MI

CRD 5744760

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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
TX RA APPROVED 2023-03-15
MI RA APPROVED 2010-02-04
  • TX RA
    APPROVED
    Since 2023-03-15
  • MI RA
    APPROVED
    Since 2010-02-04

Branch Locations

4444 Bristol Rd #360, Flint, MI 48507 • 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 Southfield MI 05/2002 Present
Plante & Moran Pllc Detroit MI 07/2015 Present
Other Businesses

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

Designations
  • Certified Financial Planner
Other Names
  • Todd Michael Lowrie
  • Todd Michael Lowrie

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

TERESA LYNN MCCLELLAND-SARGENT
JASON BROWN
William C Myers

Nearby Offices

OSAIC WEALTH, INC. · FLINT, MI
LPL FINANCIAL LLC · FLINT, MI
CETERA INVESTMENT ADVISERS LLC · FLINT, MI

More in Flint, MI

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