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).

Current Firm Details
3000 Town Center, Suite 100, Southfield, MI 48075
http://wealth.plantemoran.com
By the Numbers
  • Total Assets Under Management
    19,432
    MILLION
  • Total Number of Accounts
    16,708
    ACCOUNTS
  • Average Account Value
    $1,163,041
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 81 - 90 of 119 top financial advisors.
81
Jakob Engelkes, financial advisor Grand Rapids MI
Jakob R. Engelkes
CRD#: 7859362
634 Front Ave Nw, #300, Grand Rapids, MI 49504

Jakob Engelkes (CRD# 7859362) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Grand Rapids, MI and has 1 year of experience in the finance industry.

82
Caitlyn Gimler, financial advisor Grand Rapids MI
Caitlyn S. Gimler
CRD#: 7068507
634 Front Ave. Nw, Suite 400, Grand Rapids, MI 49504

Caitlyn Gimler (CRD# 7068507) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Grand Rapids, MI and has over 2 years of experience in the finance industry.

83
Justin Halvorson, financial advisor Detroit MI
Justin A. Halvorson
CRD#: 7468184
1098 Woodward Ave., Detroit, MI 48226

Justin Halvorson (CRD# 7468184) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Detroit, MI and has over 2 years of experience in the finance industry.

84
Michael Hartlieb, financial advisor Chicago IL
Michael A. Hartlieb
CRD#: 7228253
10 S Riverside Plaza, 9th Floor, Chicago, IL 60606

Michael Hartlieb (CRD# 7228253) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Chicago, IL and has over 4 years of experience in the finance industry.

85
Seth Houle, financial advisor East Lansing MI
Seth F. Houle
CRD#: 7831211
1111 E Michigan Ave., East Lansing, MI 48823

Seth Houle (CRD# 7831211) is an Investment Advisor Representative working at Plante Moran Financial Advisors in East Lansing, MI and has 1 year of experience in the finance industry.

86
Hannah Huehn, financial advisor Southfield MI
Hannah R. Huehn
CRD#: 7362108
3000 Town Center, Suite 100, Southfield, MI 48075

Hannah Huehn (CRD# 7362108) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Southfield, MI and has over 3 years of experience in the finance industry.

87
Parker Jamieson, financial advisor Grand Rapids MI
Parker T. Jamieson
CRD#: 7860431
634 Front Ave Nw #400, Grand Rapids, MI 49504

Parker Jamieson (CRD# 7860431) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Grand Rapids, MI and has 1 year of experience in the finance industry.

88
Eric Johnson, financial advisor Ann Arbor MI
Eric L. Johnson
CRD#: 7355404
1000 Oakbrook Dr, Ste 400, Ann Arbor, MI 48104

Eric Johnson (CRD# 7355404) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Ann Arbor, MI and has over 2 years of experience in the finance industry.

89
Josip Jurkovic, financial advisor Grand Rapids MI
Josip I. Jurkovic
CRD#: 7619648
634 Front St Nw, #400, Grand Rapids, MI 49504

Josip Jurkovic (CRD# 7619648) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Grand Rapids, MI and has 1 year of experience in the finance industry.

90
Jeremy Kedzior, financial advisor Southfield MI
Jeremy J. Kedzior
CRD#: 7125702
3000 Town Center, Suite 100, Southfield, MI 48075

Jeremy Kedzior (CRD# 7125702) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Southfield, MI and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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