Eric Lee Johnson

KESTRA ADVISORY SERVICES, LLC

Woodstock, GA · CRD#

TREASURE VALLEY FINANCIAL PLANNING

MERIDIAN, ID · CRD#

J.P. MORGAN SECURITIES LLC

SAN DIEGO, CA · CRD#

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

FAIRFIELD, IA · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

5 years registered in the securities industry

Current & Past Employments

Current

PLANTE MORAN FINANCIAL ADVISORSCurrent·CRD# 112158

RIA

1000 Oakbrook Dr Ste 400, Ann Arbor, MI 48104

May 11, 2021 - Present

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Customer Relationship Summary (CRS / SEC)Latest Form ADV

Current Firm

PLANTE MORAN FINANCIAL ADVISORS

PLANTE & MORAN FINANCIAL ADVISORS | PLANTE MORAN FINANCIAL ADVISORS, LLC | PLANTE MORAN FINANCIAL ADVISORS | PLANTE MORAN FINANCIAL ADIVSORS | PLANTE & MORAN FINANCIAL ADVISORS LTD PARTNERSHIP

CRD#: 112158 / SEC#: 801-44058

RIA

Registered Investment Advisory firm - SEC (6/3/1993 Approved)

Contact Information

Main Address

3000 Town Center Suite 100, Southfield, MI 48075

Phone Number

(248) 352-2500

# of Employees

144

SEC notice filing (34 States and Territories)

Registered to provide investment advisory services in 34 US states and territories.

Documents

Part 2 Brochures

ADV PART 2A BROCHURE (9/28/2026)

Regulatory Assets Under Management

Total Number of Accounts

19,176

AUM (Assets Under Management)

$26,927,161,703

Accountant Surprise Examination Report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/24/2026	Cover Page	Report
10/28/2025	Cover Page	Report
01/27/2025	Cover Page	Report
10/23/2023	Cover Page	Report

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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KESTRA ADVISORY SERVICES, LLC

Woodstock, GA · CRD#

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PLANTE MORAN FINANCIAL ADVISORS

PLANTE & MORAN FINANCIAL ADVISORS | PLANTE MORAN FINANCIAL ADVISORS, LLC | PLANTE MORAN FINANCIAL ADVISORS | PLANTE MORAN FINANCIAL ADIVSORS | PLANTE & MORAN FINANCIAL ADVISORS LTD PARTNERSHIP

CRD#: 112158 / SEC#: 801-44058

RIA

Registered Investment Advisory firm - SEC (6/3/1993 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

IAR

Michigan
(5/11/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed May 2021About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

PLANTE MORAN FINANCIAL ADVISORS — Registered Investment Advisory firm

Version Date: Fri, Mar 01, 2024

Plante Moran Financial Advisors, LLC (“PMFA”) is registered with the SEC as an investment adviser. Brokerage and investment advisory services and fees differ and it is important for you to understand the differences. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisors, and investing.

PMFA Portfolio Advisory Services is an investment advisory program that offers discretionary and non-discretionary advisory management. With discretionary services, PMFA acts on behalf of the customer; for non-discretionary accounts, the investor makes the ultimate decision regarding the purchase or sale of investments. The selection of discretionary or nondiscretionary management is a mutual decision between PMFA and the client, based upon factors including investment goals, risk tolerance, the complexity of a client’s financial situation, portfolio value, tax situation, wealth transfer issues, client suitability or other factors.

Portfolio Advisory Services involves recommending, purchasing, and actively monitoring investment portfolios on an ongoing basis to private clients. PMFA develops a strategic asset allocation plan consistent with clients’ desired rate of return, time horizon, and risk tolerance.

Questions to ask your Professional:

Given my financial situation, should I choose an investment advisory service? Why or why not?
How will you choose investments to recommend to me?
What is your relevant experience, including your licenses, education, and other qualifications? What do these qualifications mean?

Annual fees for advisory services are assessed quarterly in arrears, tiered and based upon a percentage of the average daily balance of the fair market value of the assets being advised. There are minimum fees that apply to Client relationships. Paying minimum fees will result in a fee percentage greater than the published fee schedule.

The more assets there are in your advisory account, the more you will pay in fees, and the firm has an incentive to encourage you to increase the assets in your account.

Where it is determined to be applicable, fixed-fee arrangements are available. Exceptions to the published fee schedule will be considered on an individual case basis. Additional details are located in our ADV which was provided to you.

You will pay fees and costs whether you make or lose money on your investments. Fees and costs will reduce any amount of money you make on your investment over time. Please make sure you understand fees and costs you are paying.

Questions to ask your Professional:

Help me understand how these fees and costs might affect my investment. If I give you $10,000 to invest, how much will go to fees and costs, and how much will be invested for me?

When we act as your investment adviser, we have to act in your best interest and not put our interest ahead of yours. At the same time, the way we make money creates some conflicts with your interests. You should understand and ask us about these conflicts because they can affect the investment advice we provide you. Here are some examples to help you understand what this means:

We have an affiliated broker-dealer which provides insurance products, which creates a conflict for us if you purchase insurance through our affiliate. We also are affiliated with a trust bank. Engaging their services also presents a potential conflict of interest.

Although we do not sell proprietary products, receive incentive compensation or revenue sharing for recommending third-party products or receive income from proprietary trading, we may receive benefits from custodians that we recommend, such as compliance tools and reimbursement for attendance at sponsored events. Additional information can be found in our ADV.

Questions to ask your Professional:

How might your conflicts of interest affect me, and how will you address them?

professionals make money? Our professionals are paid a base salary with a performance based bonus. They do not receive differential compensation based on the products sold or product sales commissions.

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