Kristen Fillmore (CRD# 6584298) 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. Kristen Fillmore 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# 5739197
Mml Investors Services, LLC
CRD# 2257195
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Plante Moran Financial Advisors | East Lansing, MI | Aug 2015 - Current | 8 |
| Unemployed | Stockbridge, MI | May 2015 - Aug 2015 | < 1 |
| Central Michigan University | Mt Pleasant, MI | Aug 2011 - May 2015 | 3 |
| Plante Moran Financial Advisors | East Lansing, MI | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2016 |
- MI
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Total Assets Under Management18,613MILLIONS
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Total Number of Accounts16,470ACCOUNTS
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Average Account Value$1,130,144
- 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
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