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Financial ADVSR advisor directory · SEC adviser records

Plante Moran Financial Advisors financial advisors in Michigan

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

The short answer

83 registered advisors work at Plante Moran Financial Advisors in Michigan, out of 115 nationwide; it's the firm's number 1 state by advisors, and the most are in Southfield (23). 56 list the CFP designation and 0 are also registered broker representatives.

Plante Moran Financial Advisors advisors by city in Michigan

Every firm in Michigan →

Southfield 23Auburn Hills 11Ann Arbor 10East Lansing 9Portage 9Detroit 8Grand Rapids 8Clinton Twp. 2Flint 2Clinton Twp 1

Plante Moran Financial Advisors advisors in Michigan, A to Z

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Plante Moran Financial Advisors in other states

Illinois 12Colorado 8Ohio 8

Questions

How many Plante Moran Financial Advisors financial advisors are in Michigan?

83 investment adviser representatives are registered at Plante Moran Financial Advisors offices in Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 115 at the firm nationwide. 56 list the CFP designation and 0 are also registered as broker representatives.

Where in Michigan does Plante Moran Financial Advisors have the most advisors?

Southfield, with 23, then Auburn Hills (11). Plante Moran Financial Advisors has advisors in 10 cities in Michigan.

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

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.