Financial ADVSR advisor directory · SEC adviser records
Plante Moran Financial Advisors financial advisors in Southfield, MI
Every SEC-registered investment adviser representative at a Plante Moran Financial Advisors office in Southfield, A to Z.
The short answer
23 registered advisors work at Plante Moran Financial Advisors in Southfield, out of 115 at the firm nationwide; it ranks number 7 in the city by advisors. 14 list the CFP designation and 0 are also registered broker representatives.
Plante Moran Financial Advisors advisors in Southfield, A to Z
Every Plante Moran Financial Advisors advisor →- Andrew J. BarberCertified Financial Planner
- Kevin O. BensonCertified Financial Planner, Chartered Financial Analyst
- Adam M. BrokaChartered Financial Analyst
- Aaron P. DamloInvestment adviser rep
- Hovig K. DanealianInvestment adviser rep
- Kirk DedenbachInvestment adviser rep
- Dylan R. DemkowiczCertified Financial Planner
- Mark C. DixonCertified Financial Planner
- Ryan D. ErdmannCertified Financial Planner
- Alexander R. GuysInvestment adviser rep
- Hannah R. HuehnCertified Financial Planner
- Jeremy J. KedziorChartered Financial Analyst
- Brian D. KirbyInvestment adviser rep
- John J. LesserCertified Financial Planner, Chartered Financial Analyst
- Michael J. LopusCertified Financial Planner
- Emily A. LydeyCertified Financial Planner
- Austin T. McKayCertified Financial Planner
- Andrew NedeljkovicChartered Financial Analyst
- Patrick T. PattonCertified Financial Planner
- Varun G. ReddyInvestment adviser rep
- Nathan C. RumlerCertified Financial Planner
- Scott M. SabudaCertified Financial Planner
- Armani A. ZoriCertified Financial Planner, Chartered Financial Analyst
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
Auburn Hills, MI 11Chicago, IL 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 Southfield
All Southfield advisors →Hantz Financial Services, Inc. 109Corecap Advisors 59MML Investors Services, LLC 38Osaic Wealth, Inc. 37LPL Financial LLC 32Advance Capital Management Inc. 24Cetera Investment Advisers LLC 18Center For Financial Planning Inc. 17Focus Partners Wealth, LLC 14Park Avenue Securities LLC 13Stifel, Nicolaus & Company, Incorporated 12Ele Advisory Services, Inc. 9
Questions
How many financial advisors does Plante Moran Financial Advisors have in Southfield?
23 investment adviser representatives are registered at Plante Moran Financial Advisors offices in Southfield, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 115 nationwide. 14 list the CFP designation and 0 are also registered as broker representatives.
Is Plante Moran Financial Advisors one of the largest advisor employers in Southfield?
Plante Moran Financial Advisors ranks number 7 in Southfield by registered advisors; Hantz Financial Services, Inc. has the most, with 109.
How do I check a Plante Moran Financial Advisors advisor in Southfield?
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.