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Douglas Allen Coursen

Plante Moran Financial Advisors

Auburn Hills, MI

CRD 5775037

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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 2023-03-14
MI RA APPROVED 2010-05-21
  • TX RA
    APPROVED
    Since 2023-03-14
  • MI RA
    APPROVED
    Since 2010-05-21

Branch Locations

2601 Cambridge Court Suite 300, Auburn Hills, MI 48326 • 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, Llc Auburn Hills MI 08/2009 Present
P&M Holding Group, Llp Southfield MI 07/2022 Present
  • 08/2009 → Present
    Plante Moran Financial Advisors, Llc
    Auburn Hills, MI
  • 07/2022 → Present
    P&M Holding Group, Llp
    Southfield, MI
Other Businesses

P&M Holding Group, LLP - Partner. 0 Hours per month during trading hours

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-05-05
  • S65 Uniform Investment Adviser Law Examination
    2010-05-05
Designations
  • Certified Financial Planner

View on SEC IAPD

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