Plante moran financial advisors

Author: u | 2025-04-25

PLANTE MORAN FINANCIAL ADVISORS, PLANTE MORAN FINANCIAL ADVISORS, LLC, PLANTE MORAN FINANCIAL ADVISORS, PLANTE MORAN FINANCIAL ADIVSORS, PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP. View latest Form ADV filed Part 2 Brochures Part 3 Relationship Summary. The adviser's REGISTRATION status is listed below.

Plante Moran Financial Advisors Review

ChristaLeson Plante Moran Financial Advisors CRD#6941589 Investment Advisor in El Paso, TX About this Advisor Christa Leson is a financial advisor based in El Paso, Texas, working with Plante Moran Financial Advisors. Christa has previously held positions at Plante Moran Financial Advisors and St Cloud State University. Christa has passed the Series 65 regulatory exam and is registered to provide services in Michigan and Texas.Currently, Christa is part of Plante Moran Financial Advisors, which operates out of El Paso, Texas. The firm has 12 offices and 141 employees. The firm manages assets totaling $19.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients.The fee structure at Plante Moran Financial Advisors includes asset-based, hourly, and fixed fees. Certifications and Registrations Series 65, CERTIFIED FINANCIAL PLANNER™ Services Offered Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients Fee Structure Percentage of Assets, Hourly Charges, Fixed Fees Not sure which advisor is right for you? Use our matching tool. Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today. Plante Moran Financial Advisors Brokerage Details Total Assets Under Management $19,432,085,297 TX Average: $943,424,332 Total Number of Employees 141 TX Average: 21 Total Number of Accounts 16,708 TX Average: 1,586 Average Account Size $1,163,041 TX Average: $594,845 Investment Advisory Services Financial planning services Portfolio management for individuals and/or small businesses Portfolio management for businesses or institutional clients Christa Leson Work History 2017 - Present (8 years) Plante Moran Financial Advisors 2016 - 2017 (1 year) St Cloud State University 2016 - 2016 ( Plante Moran Financial Advisors 2015 - 2016 (1 year) St Cloud State Univerity 2014 - 2015 (1 year) St Cloud State University 2013 - 2017 (4 years) St Cloud State University Disclosures Please visit the SEC profile of Christa Leson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor. Financial Advisors at Plante Moran Financial Advisors The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from AdamBernthal Plante Moran Financial Advisors CRD#6354089 Investment Advisor in Chicago, IL About this Advisor Adam Bernthal is a financial advisor based in Chicago, Illinois, working with Plante Moran Financial Advisors. Adam has previously held a position at Plante Moran Financial Advisors. Adam has passed the Series 65 regulatory exam and is registered to provide services in Illinois and Michigan.Currently, Adam is part of Plante Moran Financial Advisors, which operates out of Chicago, Illinois. The firm has 12 offices and 141 employees. The firm manages assets totaling $19.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients.The fee structure at Plante Moran Financial Advisors includes asset-based, hourly, and fixed fees. Certifications and Registrations Series 65, CERTIFIED FINANCIAL PLANNER™ Services Offered Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients Fee Structure Percentage of Assets, Hourly Charges, Fixed Fees Not sure which advisor is right for you? Use our matching tool. Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today. Plante Moran Financial Advisors Brokerage Details Total Assets Under Management $19,432,085,297 IL Average: $943,424,332 Total Number of Employees 141 IL Average: 21 Total Number of Accounts 16,708 IL Average: 1,586 Average Account Size $1,163,041 IL Average: $594,845 Investment Advisory Services Financial planning services Portfolio management for individuals and/or small businesses Portfolio management for businesses or institutional clients Adam Bernthal Work History 2014 - Present (11 years) Plante Moran Financial Advisors Disclosures Please visit the SEC profile of Adam Bernthal to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor. The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles. This profile may include a firm or advisor that has a business relationship with

PLANTE MORAN FINANCIAL ADVISORS, LLC

32751 2 1 $136,024,140 A Percentage of AUM AEGIS WEALTH MANAGEMENT, LLC 698 N. Maitland Avenue, Suite 102, Maitland, FL 32751 4 454 $134,529,157 Fixed Fees FELLOWSHIP FINANCIAL GROUP 630 N Wymore Road, #304, Maitland, FL 32751 4 907 $111,860,986 A Percentage of AUM, Hourly charges, Other (THIRD PARTY ADVISOR FEES) Select other cities around Maitland, Florida to broaden your search for a financial advisor Financial Advisors in Boca Raton, Florida Financial Advisors in Brandon, Florida Financial Advisors in Fort Lauderdale, Florida Financial Advisors in Jacksonville, Florida Financial Advisors in Jensen Beach, Florida Financial Advisors in Maitland, Florida Financial Advisors in Melbourne, Florida Financial Advisors in Miami, Florida Financial Advisors in Orlando, Florida Financial Advisors in Oviedo, Florida Financial Advisors in Palm City, Florida Financial Advisors in Pompano Beach, Florida Financial Advisors in Safety Harbor, Florida Financial Advisors in Saint Petersburg, Florida Financial Advisors in Sarasota, Florida Financial Advisors in Satellite Beach, Florida Financial Advisors in Tampa, Florida Financial Advisors in Wesley Chapel, Florida Frequently Asked Questions Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor. Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and. PLANTE MORAN FINANCIAL ADVISORS, PLANTE MORAN FINANCIAL ADVISORS, LLC, PLANTE MORAN FINANCIAL ADVISORS, PLANTE MORAN FINANCIAL ADIVSORS, PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP. View latest Form ADV filed Part 2 Brochures Part 3 Relationship Summary. The adviser's REGISTRATION status is listed below. About this Advisor. Jacqueline Venier is a financial advisor based in Detroit, Michigan, working with Plante Moran Financial Advisors. Jacqueline has previously held positions at Plante Moran Financial Advisors and Plante Moran, Pllc. Jacqueline is registered to provide services in

Financial Institutions Advisor - Plante Moran

--> There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals. We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. Finding the Top Financial Advisor in Maitland, Florida Last Updated - March 15, 2025 Maitland has 5 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Maitland, Florida have an average of 28 years of experience. NOTE: The list of vetted financial advisors in Maitland, Florida mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Maitland, Florida. Qualified Financial Advisors in Maitland, Florida Financial Advisor Experience AUM Minimum Assets Fee Structure Steven Hartman AAMS®, AIF® PRIVADA WEALTH MANAGEMENT 549 North Wymore Road, Suite 208, Maitland, FL 32751 32 Years $120,000,000 $500,000 Fee-Based Edelman Financial Engines, LLC 1900 Summit Tower Boulevard, Suite 230, Orlando, FL 32810 Not Disclosed Investment Advisors is a firm that provides customized solutions for the financial needs of individuals, families, and businesses in Chicago and nearby locations. Founded in 1989, it comprises financial advisors who deliver a wide range of financial services, such as life planning, retirement planning, and financial planning. They help clients in creating an investment plan that meets the financial goals and needs of clients. CEO and chairman Terry McCaffrey has over 30 years of experience in the business and investment industry. Retirement PlanningBest Financial Advisors Serving Chicago20 North Clark Street, Chicago, IL 60602Visit WebsiteExpertise.com RatingWhy choose this provider?Based in Chicago, Blueprint Wealth Advisors, LLC, is an independent financial services firm serving personal and business clients. The firm caters to young professionals, business owners, and pre-retirees. Its services cover risk management, estate planning, and taxation strategies. The firm's advisors bring over 50 years of combined experience to help clients implement comprehensive financial plans. Ryan F. Evans, the firm's co-founder, holds ChFC, AIF, and CFP designations. He has also been featured in Chicago Magazine's Five Star Wealth Managers list for five consecutive years. Estate PlanningCertified Financial Planner (CFP)Retirement PlanningBest Financial Advisors Serving ChicagoChicago, IL 60653Visit WebsiteExpertise.com RatingWhy choose this provider?Envision Wealth Planning is a Chicago financial advisory firm that serves small business owners, medical professionals, retirees, people nearing their retirement, professional women, volatile income earners, and other clients who require customized wealth management advice. It aims to help people enjoy the financial security that they have worked hard to achieve. Compare our Top Financial Advisors Chicago, IL Financial Advisors FAQsWhat does a financial advisor in Chicago do?Financial advisors provide various services for individuals, families, and businesses in Chicago. They can help manage your finances in anticipation of your retirement and other major events in your life. They also give personalized advice on

Plante Moran Financial Advisor Salaries

Last updated: February 26, 2025Our Recommended Top 20We did the research for you!Our goal is to connect people with the best local professionals. We scored Chicago financial advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.673Reviewed411Curated20Top PicksLearn about our selection process.Providers= Featured ProviderBest Financial Advisors Serving Chicago1 N Wacker Dr Ste 4110, Chicago, IL 60606Visit WebsiteExpertise.com RatingWhy choose this provider?Chicago Partners Wealth Advisors is a financial advisory firm serving clients in the metro and the surrounding areas. Its wealth management services cover tax support, investment management, and financial planning. Its financial advisors hold several designations, including CFA, CFP, CPA, CAIA, and JD, and possess financial analysis, personal finance, and public accounting skills. Chicago Partners primarily serves high-net-worth individuals, corporations, and investors with compliance restrictions. Its founder, Jim Hagedorn, is a Chartered Financial Analyst with over 20 years of experience in wealth management. Portfolio AuditPrivate BankingTax PlanningInvestment ManagementAdvanced Financial planningSmartAdvisor by SmartAssetBest Financial Advisors Serving ChicagoChicago, ILVisit WebsiteExpertise.com RatingWhy choose this provider?SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them. Estate PlanningFinancial PlanningInvestment ManagementRetirement PlanningBest Financial Advisors Serving Chicago135 South LaSalle Street, Chicago, IL 60603Visit WebsiteExpertise.com RatingWhy choose this provider?Chicago Capital, also known as Chi-Cap,

Plante Moran Financial Advisors - Crunchbase

Pathway to Become a Financial AdvisorEducational RequirementsThe journey to becoming a financial advisor often begins with a bachelor's degree in a field such as finance, economics, accounting, or business. Courses in these fields provide a foundation in financial principles, accounting practices, and economic theory. Some aspiring advisors also pursue a master's degree in finance or a related field to further their understanding of complex financial concepts.Necessary Skills and QualitiesFinancial advisors need a combination of hard and soft skills. They require a strong understanding of financial markets and investment strategies, as well as skills in data analysis and financial forecasting. Soft skills include communication and listening abilities, as they often have to explain complex financial concepts to clients and understand their needs and goals. Empathy, patience, and integrity are also crucial as they build trusting relationships with their clients.License and CertificationMost financial advisors also need to obtain licenses or certifications. For example, selling securities typically require licenses such as Series 6, Series 7, or Series 63. Many advisors also seek certification as a Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) to boost their credibility and enhance their professional standing.Work Experience and InternshipsPractical experience is another key aspect of becoming a financial advisor. This often involves internships or entry-level roles at financial institutions or advisory firms. Such experiences can help aspiring advisors gain a real-world understanding of the industry and develop the skills they need to succeed.Sustain a Successful Career as a Financial AdvisorContinue Education and Professional DevelopmentContinuing education is crucial in the financial advisory field. This could mean seeking additional certifications, attending industry conferences, or enrolling in advanced degree programs.Build and Maintain Client RelationshipsSuccess as a financial advisor relies heavily on strong client relationships. Advisors need to consistently provide excellent service, maintain open and honest communication, and show genuine interest in their clients' financial goals.Stay Informed About Financial Market TrendsThe financial industry is continually evolving. Staying informed about market trends, changes in financial regulations, and economic shifts is crucial for providing accurate and timely advice.Uphold Ethical Standards and TrustFinancial advisors are entrusted with sensitive financial information and tasked with guiding important financial decisions. Upholding high ethical standards and maintaining client trust is paramount for a successful career.Different Types of Financial AdvisorsThere are several types of financial advisors, each specializing in different aspects of financial planning and investment management.Certified Financial Planner (CFP)A CFP specializes in comprehensive financial planning. They provide advice on a wide range of financial matters, from retirement planning to tax management, estate planning, and insurance.Chartered Financial Analyst (CFA)A CFA is an investment management specialist. They possess expert knowledge in portfolio management and investment analysis, making them ideal for individuals and organizations seeking investment advice.Personal Financial Specialist (PFS)A. PLANTE MORAN FINANCIAL ADVISORS, PLANTE MORAN FINANCIAL ADVISORS, LLC, PLANTE MORAN FINANCIAL ADVISORS, PLANTE MORAN FINANCIAL ADIVSORS, PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP. View latest Form ADV filed Part 2 Brochures Part 3 Relationship Summary. The adviser's REGISTRATION status is listed below. About this Advisor. Jacqueline Venier is a financial advisor based in Detroit, Michigan, working with Plante Moran Financial Advisors. Jacqueline has previously held positions at Plante Moran Financial Advisors and Plante Moran, Pllc. Jacqueline is registered to provide services in

Plante Moran Financial Advisors LLC

A long career at Goldman Sachs. Certified Financial Planner (CFP)Best Financial Advisors Serving Chicago405 West Superior Street, Chicago, IL 60654Visit WebsiteExpertise.com RatingWhy choose this provider?RCM Wealth Advisors is an independent, employee-owned boutique firm that offers a variety of financial services to clients in Chicago. Bobby Schwartz and Tim Webb are the managing partners of the firm. They specialize in corporate retirement planning, asset, and wealth management. They also provide estate and long-term care planning, as well as term, permanent life, and disability insurance. Tim has also been working as a portfolio manager and advisor to families since 2003. Estate PlanningRetirement PlanningBest Financial Advisors Serving Chicago1017 West Washington Boulevard, Chicago, IL 60607Visit WebsiteExpertise.com RatingReview SourcesYelp5.0 (1)Why choose this provider?JMC Wealth Management, Inc., is an investment advisory company that serves individuals and families in the community of Chicago and surrounding areas. It offers a wide range of financial services, such as estate planning, investment strategy, retirement planning, tax strategy, and legacy planning. Its team of independent financial planners creates a financial program that addresses the client's needs. Mark J. Murphy, one of its financial advisors, has been active in the industry for 14 years. Certified Financial Planner (CFP)Best Financial Advisors Serving Chicago564 West Randolph Street, Chicago, IL 60661Visit WebsiteExpertise.com RatingWhy choose this provider?Mindful Money Financial Counsel, LLC, is a locally owned and operated independent financial advising firm that is based in Chicago. It offers a wide range of financial planning processes that cater to the needs of clients. Its process starts with initial assessments, followed by a personalized written plan to help address various matters, such as 12-month money flows, investments, debts, taxes, and life transitions. Colin Chase, the founder of the firm, has more than 18 years of experience in the industry. Certified Financial Planner (CFP)Private Wealth AdvisorBest Financial Advisors Serving