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Kennedy Ann Coey

Plante Moran Financial Advisors

Grandview Heights, OH

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Current Employers
Plante Moran Financial Advisors

3000 Town Center Suite 100, Southfield, MI 48075 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-10-11
  • OH RA
    APPROVED
    Since 2022-10-11

Branch Locations

995 Yard St. Suite 450, Grandview Heights, OH 43212 • 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 Columbus OH 06/2022 Present
Summit Financial Strategies Columbus OH 08/2021 11/2021
Plante Moran Financial Advisors Columbus OH 06/2021 08/2021
Vawter Financial Columbus OH 10/2020 06/2021
Windstor Advisory Group Columbus OH 06/2020 08/2020
Columbus State Community College Columbus OH 05/2020 08/2020
The Ohio State University Columbus OH 01/2019 05/2019
Coca Cola Company Columbus OH 12/2018 12/2018
The Ohio State University Columbus OH 08/2018 05/2022
The Wendy's Company South Bloomfield OH 07/2016 05/2018
Teays Valley High School Ashville OH 08/2014 05/2018
The Wendy's Company South Bloomfield OH 05/2018 12/2018
The Wendy's Company South Bloomfield OH 01/2019 12/2019
The Wendy's Company South Bloomfield OH 01/2020 12/2020
The Wendy's Company South Bloomfield OH 01/2021 12/2021
The Wendy's Company South Bloomfield OH 01/2022 05/2022
  • 06/2022 → Present
    Plante Moran Financial Advisors
    Columbus, OH
  • 08/2021 → 11/2021
    Summit Financial Strategies
    Columbus, OH
  • 06/2021 → 08/2021
    Plante Moran Financial Advisors
    Columbus, OH
  • 10/2020 → 06/2021
    Vawter Financial
    Columbus, OH
  • 06/2020 → 08/2020
    Windstor Advisory Group
    Columbus, OH
  • 05/2020 → 08/2020
    Columbus State Community College
    Columbus, OH
  • 01/2019 → 05/2019
    The Ohio State University
    Columbus, OH
  • 12/2018 → 12/2018
    Coca Cola Company
    Columbus, OH
  • 08/2018 → 05/2022
    The Ohio State University
    Columbus, OH
  • 07/2016 → 05/2018
    The Wendy's Company
    South Bloomfield, OH
  • 08/2014 → 05/2018
    Teays Valley High School
    Ashville, OH
  • 05/2018 → 12/2018
    The Wendy's Company
    South Bloomfield, OH
  • 01/2019 → 12/2019
    The Wendy's Company
    South Bloomfield, OH
  • 01/2020 → 12/2020
    The Wendy's Company
    South Bloomfield, OH
  • 01/2021 → 12/2021
    The Wendy's Company
    South Bloomfield, OH
  • 01/2022 → 05/2022
    The Wendy's Company
    South Bloomfield, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-07
  • S65 Uniform Investment Adviser Law Examination
    2022-10-07
Designations

View on SEC IAPD

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