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Benjamin Vito Iacona

Plante Moran Financial Advisors

Auburn Hills, MI

CRD 7914121

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Employer firm

Plante Moran Financial Advisors CRD 112158

$25.1B regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Plante Moran Financial Advisors

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-03-10
MI RA APPROVED 2024-06-18
  • IN RA
    APPROVED
    Since 2026-03-10
  • MI RA
    APPROVED
    Since 2024-06-18

Branch Locations

2601 Cambridge Court, Auburn Hills, MI 48326 • 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 Auburn Hills MI 08/2023 Present
Plante Moran Financial Advisors Auburn Hills MI 06/2022 08/2022
Plante Moran Macomb MI 06/2021 08/2021
Ball State University Muncie IN 08/2022 07/2023
Ball State University Muncie IN 08/2018 05/2021
Ball State University Muncie IN 08/2021 05/2022
De La Salle Collegiate High School Warren MI 08/2014 05/2018
  • 08/2023 → Present
    Plante Moran Financial Advisors
    Auburn Hills, MI
  • 06/2022 → 08/2022
    Plante Moran Financial Advisors
    Auburn Hills, MI
  • 06/2021 → 08/2021
    Plante Moran
    Macomb, MI
  • 08/2022 → 07/2023
    Ball State University
    Muncie, IN
  • 08/2018 → 05/2021
    Ball State University
    Muncie, IN
  • 08/2021 → 05/2022
    Ball State University
    Muncie, IN
  • 08/2014 → 05/2018
    De La Salle Collegiate High School
    Warren, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-18
  • S65 Uniform Investment Adviser Law Examination
    2024-06-18
Other Names
  • Ben Vito Iacona

View on SEC IAPD

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