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Amy Cathleen Butterfield

Plante Moran Financial Advisors

Grand Rapids, MI

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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 2010-08-25
  • TX RA
    APPROVED
    Since 2023-03-15
  • MI RA
    APPROVED
    Since 2010-08-25

Branch Locations

634 Front Ave Nw Suite 300, Grand Rapids, MI 49504 • 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 Grand Rapids MI 06/2008 Present
P&M Holding Group, Grand Rapids MI 07/2025 Present
Other Businesses

P&M Holding Group, LLP. Partner, not investment related. 0 hours during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-08-02
  • S65 Uniform Investment Adviser Law Examination
    2010-08-02
Designations
Other Names
  • Amy Cathleen White

View on SEC IAPD

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Other Offices

J. W. COLE ADVISORS, INC. · Grand Rapids, MI
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AI ALPHA LLC · GRAND RAPIDS, MI
WEALTHSPAN INVESTMENT MANAGEMENT, LLC · GRAND RAPIDS, MI
STRATEGIC NAVIGATORS PRIVATE WEALTH · GRAND RAPIDS, MI
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