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Cameron Joseph Roehl

Plante Moran Financial Advisors

Clinton Twp, 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 2014-04-07
  • TX RA
    APPROVED
    Since 2023-03-15
  • MI RA
    APPROVED
    Since 2014-04-07

Branch Locations

19176 Hall Rd. #300, Clinton Twp, MI 48038 • 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 08/2013 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-04-04
  • S65 Uniform Investment Adviser Law Examination
    2014-04-04
Designations

View on SEC IAPD

Other Firms

AMERIPRISE FINANCIAL SERVICES, LLC
BANKERS LIFE ADVISORY SERVICES, INC.
J.P. MORGAN SECURITIES LLC
PREMIER ESTATE PLANNERS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC WEALTH, INC.
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC

Other Investors

JAMES ROBERT WRIGHT
DANIEL BRYAN MUZLJAKOVICH
FRANK V DILORENZO
Andrew Russell Okray
DAVID LAURENCE EVOLA
DOMINIC R FAZZOLARI
James L Cody
ANTHONY FRANK TUZZOLINO

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Clinton Twp, MI
BANKERS LIFE ADVISORY SERVICES, INC. · Clinton Township, MI
J.P. MORGAN SECURITIES LLC · CLINTON TOWNSHIP, MI
PREMIER ESTATE PLANNERS, LLC · CLINTON TOWNSHIP, MI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Clinton Township, MI
OSAIC WEALTH, INC. · CLINTON TOWNSHIP, MI
COMMONWEALTH FINANCIAL NETWORK · CLINTON TOWNSHIP, MI
OSAIC WEALTH, INC. · CLINTON TOWNSHIP, MI

More in Clinton Twp, MI

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