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Christa Janelle Leson

Plante Moran Financial Advisors

Portage, 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 2023-03-10
MI RA APPROVED 2018-05-07
  • TX RA
    APPROVED
    Since 2023-03-10
  • MI RA
    APPROVED
    Since 2018-05-07

Branch Locations

750 Trade Centre Way Suite 300, Portage, MI 49002 • 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 Portage MI 08/2017 Present
Unemployed Battle Creek MI 05/2017 08/2017
St Cloud State University St Cloud MN 08/2016 05/2017
St Cloud State University St Cloud MN 08/2013 05/2017
  • 08/2017 → Present
    Plante Moran Financial Advisors
    Portage, MI
  • 05/2017 → 08/2017
    Unemployed
    Battle Creek, MI
  • 08/2016 → 05/2017
    St Cloud State University
    St Cloud, MN
  • 08/2013 → 05/2017
    St Cloud State University
    St Cloud, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-05-05
  • S65 Uniform Investment Adviser Law Examination
    2018-05-05
Designations
Other Names
  • Christa Janelle Leson
  • Christa Janelle Moody

View on SEC IAPD

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Other Offices

ZHANG FINANCIAL · PORTAGE, MI
EDELMAN FINANCIAL ENGINES · PORTAGE, MI
EDWARD JONES · Portage, MI
PFS INVESTMENTS INC. · PORTAGE, MI
PFS INVESTMENTS INC. · PORTAGE, MI
STIFEL, NICOLAUS & COMPANY, INCORPORATED · PORTAGE, MI
PFS INVESTMENTS INC. · PORTAGE, MI
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · PORTAGE, MI

More in Portage, MI

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