Financial ADVSR advisor directory · SEC adviser records
Plante Moran Financial Advisors financial advisors in Chicago, IL
Every SEC-registered investment adviser representative at a Plante Moran Financial Advisors office in Chicago, A to Z.
The short answer
11 registered advisors work at Plante Moran Financial Advisors in Chicago, out of 115 at the firm nationwide; it ranks number 72 in the city by advisors. 6 list the CFP designation and 0 are also registered broker representatives.
Plante Moran Financial Advisors advisors in Chicago, A to Z
Every Plante Moran Financial Advisors advisor →- Adam P. BernthalCertified Financial Planner
- Nolan W. DayInvestment adviser rep
- Sean M. GreeneInvestment adviser rep
- Michael A. HartliebCertified Financial Planner
- John M. JohnsonCertified Financial Planner
- Ryan W. McEvilyInvestment adviser rep
- Elizabeth NiemenskiInvestment adviser rep
- Scott J. SchwartzCertified Financial Planner
- Ellis P. ShanleyCertified Financial Planner
- Golam M. TanzimInvestment adviser rep
- Robert W. Volk IICertified Financial Planner
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 11Ann Arbor, MI 10East Lansing, MI 9Portage, MI 9Denver, CO 8Detroit, 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 Chicago
All Chicago advisors →Morgan Stanley 590J.P. Morgan Securities LLC 570Merrill Lynch, Pierce, Fenner & Smith Incorporated 475Hightower Advisors, LLC 364William Blair 270Bankers Life Advisory Services, Inc. 242Nuveen Asset Management, LLC 219UBS Financial Services Inc. 183Neuberger Berman Bd LLC 110Strategic Advisers LLC 105Wells Fargo Clearing Services, LLC 104LPL Financial LLC 100
Questions
How many financial advisors does Plante Moran Financial Advisors have in Chicago?
11 investment adviser representatives are registered at Plante Moran Financial Advisors offices in Chicago, Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 115 nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.
Is Plante Moran Financial Advisors one of the largest advisor employers in Chicago?
Plante Moran Financial Advisors ranks number 72 in Chicago by registered advisors; Morgan Stanley has the most, with 590.
How do I check a Plante Moran Financial Advisors advisor in Chicago?
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.