Christopher Derisley, financial advisor Ann Arbor MI
96 score

Christopher Derisley

CRD Number: 5329049
Current Firm: Plante Moran Financial Advisors

Christopher Derisley (CRD# 5329049) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Ann Arbor, MI and has over 6 years of experience in the finance industry. Christopher Derisley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Plante Moran Financial Advisors, LLC Southfield, MI Aug 2009 - Current 7
Coyote Golf Club New Hudson, MI Apr 2009 - Jul 2009 < 1
Unemployed Holly, MI Dec 2008 - Mar 2009 < 1
Michigan State University East Lansing, MI Aug 2005 - Dec 2008 3
Palnte Moran Financaial Advisors Southfield, MI Jun 2008 - Aug 2008 < 1
S&s Landscape Holly, MI May 2007 - Aug 2007 < 1
Milford Tree Farm Wixom, MI May 2004 - Aug 2006 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2010
Contact Info for Christopher S. Derisley
Phone Number: 248-223-3400
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    12,400
    MILLIONS
  • Total Number of Accounts
    2,465
    ACCOUNTS
  • Average Account Value
    $5,030,475
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AL, AZ, CA, CO, FL, GA, IL, IN, KY, MA, MD, MI, MN, NC, NE, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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