Plante Moran Financial Advisors

Plante Moran Financial Advisors (CRD# 112158) is a financial advisory firm headquartered in Southfield, MI. They manage $13,208,127,010 in 11,907 accounts and serve the financial needs of clients across 30 states (or territories).

By the Numbers
  • Total Assets Under Management
    13,208
    MILLION
  • Total Number of Accounts
    11,907
    ACCOUNTS
  • Average Account Value
    $1,109,274
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Plante Moran Financial Advisors
Showing 1 - 10 of 113 top financial advisors.
1
Ryan L. Fedricks
CRD#: 6177716
2601 Cambridge Ct., Suite 500, Auburn Hills, MI 48326
103
Wealthminder
score

Ryan Fedricks (CRD# 6177716) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Auburn Hills, MI and has 6 years of experience in the finance industry. Ryan Fedricks 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 putclients' interests first and comply with the Financial Planning Practice Standards.

2
William C. Bean
CRD#: 5761577
2601 Cambridge Court, Suite 500, Auburn Hills, MI 48326
96
Wealthminder
score

William Bean (CRD# 5761577) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Auburn Hills, MI and has over 8 years of experience in the finance industry. William Bean 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.

3
Paul M. Bode
CRD#: 4832267
10 S Riverside Plaza, 9th Floor, Chicago, IL 60606
96
Wealthminder
score

Paul Bode (CRD# 4832267) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Chicago, IL and has over 9 years of experience in the finance industry. Paul Bode 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.

4
Eric J. Bowers
CRD#: 5947052
1111 Michigan Ave., East Lansing, MI 48823
96
Wealthminder
score

Eric Bowers (CRD# 5947052) is an Investment Advisor Representative working at Plante Moran Financial Advisors in East Lansing, MI and has over 6 years of experience in the finance industry. Eric Bowers 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.

5
Amy C. Butterfield
CRD#: 5801322
634 Front Ave. Nw, Suite 400, Grand Rapids, MI 49504
96
Wealthminder
score

Amy Butterfield (CRD# 5801322) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Grand Rapids, MI and has over 7 years of experience in the finance industry. Amy Butterfield 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.

6
Raymond C. Celaya
CRD#: 4762807
27400 Northwestern Hwy, Southfield, MI 48034
96
Wealthminder
score

Raymond Celaya (CRD# 4762807) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Southfield, MI and has over 13 years of experience in the finance industry. Raymond Celaya 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.

7
Philip M. Clark
CRD#: 5757151
27400 Northwestern Hwy, Southfield, MI 48034
96
Wealthminder
score

Philip Clark (CRD# 5757151) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Southfield, MI and has over 8 years of experience in the finance industry. Philip Clark 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.

8
Douglas A. Coursen
CRD#: 5775037
2601 Cambridge Court, Suite 500, Auburn Hills, MI 48326
96
Wealthminder
score

Douglas Coursen (CRD# 5775037) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Auburn Hills, MI and has over 8 years of experience in the finance industry. Douglas Coursen 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.

9
Eric S. Dahlberg
CRD#: 4034484
27400 Northwestern Hwy, Southfield, MI 48034
96
Wealthminder
score

Eric Dahlberg (CRD# 4034484) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Southfield, MI and has over 18 years of experience in the finance industry.

10
Christopher S. Derisley
CRD#: 5329049
1000 Oakbrook Dr, #400, Ann Arbor, MI 48104
96
Wealthminder
score

Christopher Derisley (CRD# 5329049) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Ann Arbor, MI and has over 8 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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