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 operates as a limited liability company and is registered with the SEC since 2003. The entity is identified as a domestic/individual-owned organization and is classified in FINTRX as unclassified. Available reporting indicates the firm is not a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser. It is also not listed as a pension consultant, a related adviser, or a newly formed adviser in the FINTRX snapshot.
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 1
David Doyle
Chief Compliance OfficerCRD 2552281
Contacts
3 of 13
Christina 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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