Financial ADVSR advisor directory · SEC adviser records
Plante Moran Financial Advisors financial advisors in Grand Rapids, MI
Every SEC-registered investment adviser representative at a Plante Moran Financial Advisors office in Grand Rapids, A to Z.
The short answer
8 registered advisors work at Plante Moran Financial Advisors in Grand Rapids, out of 115 at the firm nationwide; it ranks number 33 in the city by advisors. 7 list the CFP designation and 0 are also registered broker representatives.
Plante Moran Financial Advisors advisors in Grand Rapids, A to Z
Every Plante Moran Financial Advisors advisor →- Jennifer I. BeachCertified Financial Planner
- Amy C. ButterfieldCertified Financial Planner
- Scott D. CaranoCertified Financial Planner
- Jaimee L. FigueiredoInvestment adviser rep
- Josip I. JurkovicCertified Financial Planner
- Sean P. MorrisCertified Financial Planner
- Alexa G. RederCertified Financial Planner
- Garrett C. Von BehrenCertified 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 11Chicago, IL 11Ann Arbor, MI 10East Lansing, MI 9Portage, MI 9Denver, CO 8Detroit, MI 8Grandview Heights, OH 8Clinton Twp., MI 2Flint, MI 2Clinton Twp, MI 1Greenville, SC 1Monroe, WA 1Schaumburg, IL 1
Other firms in Grand Rapids
All Grand Rapids advisors →LPL Financial LLC 64Morgan Stanley 52Merrill Lynch, Pierce, Fenner & Smith Incorporated 46Ameriprise Financial Services, LLC 43Edward Jones 40Wells Fargo Clearing Services, LLC 34Robert W. Baird & Co. Incorporated 33Centennial Securities Company, Inc. 31Fiduciary Financial Advisors 31Raymond James & Associates, Inc. 27J.P. Morgan Securities LLC 23Stifel, Nicolaus & Company, Incorporated 21
Questions
How many financial advisors does Plante Moran Financial Advisors have in Grand Rapids?
8 investment adviser representatives are registered at Plante Moran Financial Advisors offices in Grand Rapids, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 115 nationwide. 7 list the CFP designation and 0 are also registered as broker representatives.
Is Plante Moran Financial Advisors one of the largest advisor employers in Grand Rapids?
Plante Moran Financial Advisors ranks number 33 in Grand Rapids by registered advisors; LPL Financial LLC has the most, with 64.
How do I check a Plante Moran Financial Advisors advisor in Grand Rapids?
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.