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Financial ADVSR advisor directory · SEC adviser records

Plante Moran Financial Advisors financial advisors in Portage, MI

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

The short answer

9 registered advisors work at Plante Moran Financial Advisors in Portage, out of 115 at the firm nationwide; it ranks number 6 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.

Plante Moran Financial Advisors advisors in Portage, 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 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 Portage

All Portage advisors →

Zhang Financial 19Ameriprise Financial Services, LLC 16Pfs Investments Inc. 15Oppenheimer & Co. Inc. 11Wells Fargo Clearing Services, LLC 11Stifel, Nicolaus & Company, Incorporated 9Merrill Lynch, Pierce, Fenner & Smith Incorporated 8Raymond James & Associates, Inc. 8Edward Jones 6LPL Financial LLC 6Lvm Capital Management Ltd. 6626 Financial, LLC 5

Questions

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

9 investment adviser representatives are registered at Plante Moran Financial Advisors offices in Portage, Michigan, 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 Portage?

Plante Moran Financial Advisors ranks number 6 in Portage by registered advisors; Zhang Financial has the most, with 19.

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

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.