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Financial ADVSR advisor directory · SEC adviser records

Plante Moran Financial Advisors financial advisors in Denver, CO

Every SEC-registered investment adviser representative at a Plante Moran Financial Advisors office in Denver, A to Z.

The short answer

8 registered advisors work at Plante Moran Financial Advisors in Denver, out of 115 at the firm nationwide; it ranks number 68 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.

Plante Moran Financial Advisors advisors in Denver, A to Z

Every Plante Moran Financial Advisors advisor →

Plante Moran Financial Advisors advisors in every city and state →Plante Moran Financial Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →

Plante Moran Financial Advisors advisors in other cities

Southfield, MI 23Auburn Hills, MI 11Chicago, IL 11Ann Arbor, MI 10East Lansing, MI 9Portage, MI 9Detroit, MI 8Grand Rapids, MI 8Grandview Heights, OH 8Clinton Twp., MI 2Flint, MI 2Clinton Twp, MI 1Greenville, SC 1Monroe, WA 1Schaumburg, IL 1

Other firms in Denver

All Denver advisors →

Mercer Global Advisors Inc. 258Strategic Advisers LLC 210UBS Financial Services Inc. 121Morgan Stanley 107J.P. Morgan Securities LLC 102LPL Financial LLC 69Merrill Lynch, Pierce, Fenner & Smith Incorporated 67Robert W. Baird & Co. Incorporated 49Raymond James & Associates, Inc. 42Charles Schwab & Co., Inc. 37Edward Jones 35Ameriprise Financial Services, LLC 32

Questions

How many financial advisors does Plante Moran Financial Advisors have in Denver?

8 investment adviser representatives are registered at Plante Moran Financial Advisors offices in Denver, Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 115 nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.

Is Plante Moran Financial Advisors one of the largest advisor employers in Denver?

Plante Moran Financial Advisors ranks number 68 in Denver by registered advisors; Mercer Global Advisors Inc. has the most, with 258.

How do I check a Plante Moran Financial Advisors advisor in Denver?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Plante Moran Financial Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.