Plante Moran Financial Advisors
Plante Moran Financial Advisors (CRD# 112158) is a financial advisory firm headquartered in Southfield, MI. They manage $19,432,085,297 in 16,708 accounts and serve the financial needs of clients across 31 states (or territories).
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Total Assets Under Management19,432MILLION
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Total Number of Accounts16,708ACCOUNTS
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Average Account Value$1,163,041
- 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
Christopher Derisley (CRD# 5329049) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Ann Arbor, MI and has over 13 years of experience in the finance industry.
Mark Dixon (CRD# 4454180) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Southfield, MI and has 1 year of experience in the finance industry.
John Dreshaj (CRD# 6282377) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Clinton Township, MI and has over 10 years of experience in the finance industry.
Jaime Eckels (CRD# 5657546) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Auburn Hills, MI and has over 15 years of experience in the finance industry.
Kathryn Edwards (CRD# 5660827) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Chicago, IL and has over 14 years of experience in the finance industry.
Ainsley Ellison (CRD# 6756641) 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.
Ryan Erdmann (CRD# 7075153) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Southfield, MI and has over 5 years of experience in the finance industry.
Myranda Fabian (CRD# 5838038) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Ann Arbor, MI and has over 13 years of experience in the finance industry.
Erin Farley (CRD# 6651925) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Southfield, MI and has over 7 years of experience in the finance industry.
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.