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).
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Total Assets Under Management18,613MILLION
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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
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.