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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 | 2025-01-01 |
| TX | RA | APPROVED | 2023-03-15 |
| OH | RA | APPROVED | 2008-02-27 |
Branch Locations
634 Front Ave Nw #400, 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 | Columbus | OH | 08/2001 | Present |
| Plante & Moran Pllc | Columbus | OH | 07/2013 | Present |
PLANTE & MORAN, PLLC, SOUTHFIELD, MI, PARTNER, NOT INVESTMENT RELATED, 0 HOURS PER MONTH
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-06-14 |
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