Plante Moran Insurance Agency
Firm details
- Headquarters
- Southfield, Michigan
- CRD number
- 127257
- Registered since
- November 24, 2003
- Website
- www.plantemoran.com
Firm profile
FINTRXOverview
Plante Moran Insurance Agency is organized as a limited liability company and is shown as SEC-registered in 2003. Ownership is listed as a combination of a domestic entity and individual ownership. The firm is categorized as "Unclassified" in the available snapshot and is not identified as a capital allocator, active ESG investor, multi-state adviser, pension consultant, or related adviser. Public entries for the firm's fee schedule, client segments, detailed business activities, and advisory services are not provided in the data set, so its primary operating model beyond the insurance-related name is not described in the record.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1David Doyle
Chief Compliance OfficerCRD 2552281
Contacts
3 of 14
Christopher Harper
Senior ManagerCRD 5715505

John Lesser
Group Managing PartnerCRD 4454195

Steven Gibson
PartnerCRD 4022300
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Southfield, MI
Oakland
Location
Southfield, MI
Headquartered in Southfield, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 3000 Town Ctr
- Time zone
- ET (UTC-5)
- Office locations
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