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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2025-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plante Moran Financial Advisors | Chicago | IL | 08/2024 | Present |
| Ameriprise Financial Services | Okemos | MI | 05/2023 | 04/2024 |
| Mitchell's Fish Market | Livonia | MI | 06/2022 | 06/2024 |
| Jewish Senior Life | West Bloomfield | MI | 07/2019 | 01/2023 |
| Hallmark Cards | Farmington Hills | MI | 09/2018 | 04/2019 |
| Michigan State University | East Lansing | MI | 08/2020 | 05/2024 |
| North Farmington High School | Farmington Hills | MI | 08/2016 | 06/2020 |
| Unemployed | Farmington Hills | MI | 04/2024 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-30 |
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