Ainsley Ellison (CRD# 6756641) is an Investment Advisor Representative working at Plante Moran Financial Advisors in East Lansing, MI and has over 7 years of experience in the finance industry. Ainsley Ellison 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.
CRD# 3201611
Cambridge Investment Research Advisors, Inc.
CRD# 6489315
Cg Advisory Services
CRD# 5739197
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Plante Moran Financial Advisors | East Lansing, MI | Aug 2016 - Current | 7 |
| Unemployed | Hamilton, OH | Apr 2016 - Aug 2016 | < 1 |
| Hillsdale College | Hillsdale, MI | Aug 2012 - May 2016 | 3 |
| Hillsdale College | Hillsdale, MI | Aug 2015 - Apr 2016 | < 1 |
| Hillsdale College | Hillsdale, MI | May 2015 - Aug 2015 | < 1 |
| Olivia's Chophouse | Jonesville, MI | May 2015 - Aug 2015 | < 1 |
| E Pack Investments LLC | Hamilton, OH | Jun 2012 - Apr 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2017 |
- MI
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Total Assets Under Management19,432MILLIONS
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Total Number of Accounts16,708ACCOUNTS
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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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