Mary Scholten, financial advisor Portage MI
89 score

Mary Scholten

CRD Number: 6313181
Current Firm: Plante Moran Financial Advisors

Mary Scholten (CRD# 6313181) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Portage, MI and has over 2 years of experience in the finance industry. Mary Scholten 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 Kalamazoo, MI Nov 2013 - Current 3
Plante Moran Kalamazoo, MI Aug 2012 - Nov 2013 1
First Community Federal Credit Union Parchment, MI Aug 2011 - Aug 2012 1
Torrent Pharmaceuticals Kalamazoo, MI Sep 2010 - Aug 2011 < 1
Miller Auditorium Kalamazoo, MI Oct 2009 - Sep 2010 < 1
Mcgonigles Saloon Otsego, MI Jul 2008 - Jan 2010 1
Hollister Kalamazoo, MI Mar 2007 - Apr 2008 1
Subway Plainwell, MI Jul 2006 - Mar 2007 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2014
Contact Info for Mary S. Scholten
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
89
Clean Record
This advisor has a clean track record with regulators.

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