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 recorded as SEC-registered since 2003. Ownership is listed as a combination of a domestic entity and individual owners. In the available dataset the firm is classified as "unclassified" and is flagged as not functioning as a capital allocator. Other operational flags indicate it is not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not identified as a related adviser.
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 13Christina Slongo
Life Insurance AdvisorCRD 7615738
NATHAN SCOTT BUCHALSKI
Group Managing PartnerCRD 8131190
KASEY STYRNA
Senior Compliance AdvisorCRD 4044045
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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