FIND A PLANTE MORAN INSURANCE AGENCY FINANCIAL ADVISOR NEAR ME
Find, Compare and Monitor Financial Advisors at PLANTE MORAN INSURANCE AGENCY
Looking for a Financial Advisor at PLANTE MORAN INSURANCE AGENCY?
We have compiled every financial advisor who works at PLANTE MORAN INSURANCE AGENCY in our database for you to search through. On this page, you will be able to find the closest financial advisors to you geographically, advisors with specific certifications that you are looking for, as well as many other filtering capabilities to help you search.
If you need additional assistance finding the specific financial advisor you are looking for, please use our search tool below and type in either their name or CRD number.
FIRM PROFILE
Overview
PLANTE MORAN INSURANCE AGENCY is located at 3000 Town Center Suite 100, Southfield, MI 48075 and was first established at Chicago, Michigan in 11/22/2002. After operating for 23 years, PLANTE MORAN INSURANCE AGENCY has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of PLANTE MORAN INSURANCE AGENCY’s clients are individuals and 0% of their clients are high net worth individuals. PLANTE MORAN INSURANCE AGENCY has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at PLANTE MORAN INSURANCE AGENCY are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access PLANTE MORAN INSURANCE AGENCY‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at PLANTE MORAN INSURANCE AGENCY. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for PLANTE MORAN INSURANCE AGENCY Comes From
Understanding the Statistics for PLANTE MORAN INSURANCE AGENCY and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
No Information
No Information
FIRM INFORMATION
3000 Town Center Suite 100, Southfield, MI 48075
Po Box 307, Southfield, MI 48037-0307
Small
(248) 223-3312
Michigan since 11/22/2002
Limited Liability Company
June
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| P&M HOLDING GROUP, LLP | OWNER | ||
| BARBER, PAMELA JOY | CHIEF FINANCIAL OFFICER, FINOP/PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER | 5489840 | |
| BUCHALSKI, NATHAN SCOTT | BOARD MEMBER | 8131190 | |
| DOYLE, DAVID TIMOTHY | CHIEF COMPLIANCE OFFICER | 2552281 | |
| GIBSON, STEVEN JAMES | PRESIDENT, PRINCIPAL | 4022300 | |
| JINSKY, DAWN REBECCA | DIRECTOR | 5594612 | |
| LESSER, JOHN JAMES | BOARD MEMBER | 4454195 |
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
How Do I Determine Which Firm to Work With?
Advisor's working at PLANTE MORAN INSURANCE AGENCY
Kirk Dedenbach
Kasey Lynn Styrna
Kathleen Marie Barnes
Compare statistics for financial advisors here.
Review financial advisor disclosures here.
