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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-20 |
| MI | RA | APPROVED | 2017-06-19 |
Branch Locations
634 Front Ave. Nw Suite 300, Grand Rapids, MI 49504 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plante Moran Financial Advisors | Grand Rapids | MI | 01/2017 | Present |
| Grand Valley State University | Allendale | MI | 01/2014 | 12/2016 |
| Grand Valley State University | Allendale | MI | 08/2013 | 12/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-17 |
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