Michael Ulle (CRD# 7126005) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Detroit, MI and has 1 year of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Farmington Hills, MI | May 2022 - Current | 2 |
| Lineage Logisitcs | Novi, MI | May 2021 - May 2022 | 1 |
| Unemployed | Novi, MI | Aug 2020 - May 2021 | < 1 |
| Ernst And Young | Detroit, MI | Jul 2020 - Aug 2020 | < 1 |
| Unemployed | Novi, MI | Aug 2019 - Jul 2020 | < 1 |
| Wealth Strategies Financial Group | Southfield, MI | May 2019 - Aug 2019 | < 1 |
| Unemployed | Novi, MI | Aug 2018 - May 2019 | < 1 |
| Island Lake Boathouse | Novi, MI | May 2018 - Aug 2018 | < 1 |
| Unemployed | Novi, MI | Aug 2017 - May 2018 | < 1 |
| Tanglewood Golf Club | South Lyon, MI | May 2016 - Aug 2017 | 1 |
| Unemployed | Novi, MI | Jan 2012 - Apr 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2022 |
- MI
-
Total Assets Under Management19,432MILLIONS
-
Total Number of Accounts16,708ACCOUNTS
-
Average Account Value$1,163,041
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NV, NY, OH, OR, PA, PR, SC, TN, TX, VA, WA, WI
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