Plante Moran Financial Advisors

Plante Moran Financial Advisors (CRD# 112158) is a financial advisory firm headquartered in Southfield, MI. They manage $18,613,469,251 in 16,470 accounts and serve the financial needs of clients across 31 states (or territories).

By the Numbers
  • Total Assets Under Management
    18,613
    MILLION
  • Total Number of Accounts
    16,470
    ACCOUNTS
  • Average Account Value
    $1,130,144
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
Types of Clients
Registered States
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, PR, SC, TN, TX, VA, WA, WI

Financial Advisors at Plante Moran Financial Advisors
Showing 1 - 10 of 116 top financial advisors.
1
Zachary D. Auxter
CRD#: 6670885
250 S High St, Ste 100, Columbus, OH 43215

Zachary Auxter (CRD# 6670885) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Columbus, OH and has over 7 years of experience in the finance industry. Zachary Auxter 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.

2
Bryan K. Baines
CRD#: 6588736
2601 Cambridge Ct, Suite 300, Auburn Hills, MI 48326

Bryan Baines (CRD# 6588736) 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. Bryan Baines 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
James M. Baird
CRD#: 5041143
750 Trade Centre Way, Suite 300, Portage, MI 49002

James Baird (CRD# 5041143) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Portage, MI and has 1 year of experience in the finance industry. James Baird 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
Christopher E. Barnas
CRD#: 6406504
1098 Woodward Ave, Detroit, MI 48226

Christopher Barnas (CRD# 6406504) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Detroit, MI and has over 9 years of experience in the finance industry. Christopher Barnas 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
William C. Bean
CRD#: 5761577
2601 Cambridge Court, Suite 300, Auburn Hills, MI 48326

William Bean (CRD# 5761577) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Auburn Hills, MI and has over 13 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.

6
Kevin O. Benson
CRD#: 5744743
3000 Town Center, Suite 100, Southfield, MI 48075

Kevin Benson (CRD# 5744743) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Southfield, MI and has 1 year of experience in the finance industry. Kevin Benson 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
Adam P. Bernthal
CRD#: 6354089
10 S Riverside Plaza, Chicago, IL 60606

Adam Bernthal (CRD# 6354089) 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. Adam Bernthal 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
Eric J. Bowers
CRD#: 5947052
1111 Michigan Ave., East Lansing, MI 48823

Eric Bowers (CRD# 5947052) is an Investment Advisor Representative working at Plante Moran Financial Advisors in East Lansing, MI and has over 12 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.

9
Amy C. Butterfield
CRD#: 5801322
634 Front Ave. Nw, Suite 400, Grand Rapids, MI 49504

Amy Butterfield (CRD# 5801322) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Grand Rapids, MI and has over 13 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.

10
Jessica L. Caldwell
CRD#: 6909513
8181 E Tufts Ave, Suite 600, Denver, CO 80237

Jessica Caldwell (CRD# 6909513) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Denver, CO and has over 6 years of experience in the finance industry. Jessica Caldwell 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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