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Plante Moran Financial Advisors CRD 112158
$25.1B regulatory AUM 4 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3000 Town Center Suite 100, Southfield, MI 48075 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-08-10 |
Branch Locations
3000 Town Center Suite 100, Southfield, MI 48075 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plante Moran Financial Advisors | Southfield | MI | 08/2026 | Present |
| Plante Moran | Southfield | MI | 06/2024 | 08/2026 |
| Comerica Bank | Los Angeles | CA | 01/2022 | 06/2024 |
| Comerica Bank | Los Angeles | CA | 01/2020 | 01/2022 |
| Comerica Bank | Costa Mesa | CA | 04/2019 | 01/2020 |
| Comerica Bank | Detroit | MI | 06/2018 | 04/2019 |
| American Axle Manufacturing | Detroit | MI | 06/2017 | 08/2017 |
| Michigan State University | East Lansing | MI | 09/2015 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-21 |
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