Plante moran financial advisors

ChristaLeson Plante Moran Financial Advisors CRD#6941589 Investment Advisor in El Paso, TX About this Advisor Christa Leson is a financial advisor based in El Paso, Texas, working with Plante Moran Financial Advisors. Christa has previously held positions at Plante Moran Financial Advisors and St Cloud State University. Christa has passed the Series 65 regulatory exam and is registered to provide services in Michigan and Texas.Currently, Christa is part of Plante Moran Financial Advisors, which operates out of El Paso, Texas. The firm has 12 offices and 141 employees. The firm manages assets totaling $19.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients.The fee structure at Plante Moran Financial Advisors includes asset-based, hourly, and fixed fees. Certifications and Registrations Series 65, CERTIFIED FINANCIAL PLANNER™ Services Offered Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients Fee Structure Percentage of Assets, Hourly Charges, Fixed Fees Not sure which advisor is right for you? Use our matching tool. Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today. Plante Moran Financial Advisors Brokerage Details Total Assets Under Management $19,432,085,297 TX Average: $943,424,332 Total Number of Employees 141 TX Average: 21 Total Number of Accounts 16,708 TX Average: 1,586 Average Account Size $1,163,041 TX Average: $594,845 Investment Advisory Services Financial planning services Portfolio management for individuals and/or small businesses Portfolio management for businesses or institutional clients Christa Leson Work History 2017 - Present (8 years) Plante Moran Financial Advisors 2016 - 2017 (1 year) St Cloud State University 2016 - 2016 ( Plante Moran Financial Advisors 2015 - 2016 (1 year) St Cloud State Univerity 2014 - 2015 (1 year) St Cloud State University 2013 - 2017 (4 years) St Cloud State University Disclosures Please visit the SEC profile of Christa Leson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor. Financial Advisors at Plante Moran Financial Advisors The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from

AdamBernthal Plante Moran Financial Advisors CRD#6354089 Investment Advisor in Chicago, IL About this Advisor Adam Bernthal is a financial advisor based in Chicago, Illinois, working with Plante Moran Financial Advisors. Adam has previously held a position at Plante Moran Financial Advisors. Adam has passed the Series 65 regulatory exam and is registered to provide services in Illinois and Michigan.Currently, Adam is part of Plante Moran Financial Advisors, which operates out of Chicago, Illinois. The firm has 12 offices and 141 employees. The firm manages assets totaling $19.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients.The fee structure at Plante Moran Financial Advisors includes asset-based, hourly, and fixed fees. Certifications and Registrations Series 65, CERTIFIED FINANCIAL PLANNER™ Services Offered Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients Fee Structure Percentage of Assets, Hourly Charges, Fixed Fees Not sure which advisor is right for you? Use our matching tool. Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today. Plante Moran Financial Advisors Brokerage Details Total Assets Under Management $19,432,085,297 IL Average: $943,424,332 Total Number of Employees 141 IL Average: 21 Total Number of Accounts 16,708 IL Average: 1,586 Average Account Size $1,163,041 IL Average: $594,845 Investment Advisory Services Financial planning services Portfolio management for individuals and/or small businesses Portfolio management for businesses or institutional clients Adam Bernthal Work History 2014 - Present (11 years) Plante Moran Financial Advisors Disclosures Please visit the SEC profile of Adam Bernthal to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor. The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact [email protected]. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles. This profile may include a firm or advisor that has a business relationship with

32751 2 1 $136,024,140 A Percentage of AUM AEGIS WEALTH MANAGEMENT, LLC 698 N. Maitland Avenue, Suite 102, Maitland, FL 32751 4 454 $134,529,157 Fixed Fees FELLOWSHIP FINANCIAL GROUP 630 N Wymore Road, #304, Maitland, FL 32751 4 907 $111,860,986 A Percentage of AUM, Hourly charges, Other (THIRD PARTY ADVISOR FEES) Select other cities around Maitland, Florida to broaden your search for a financial advisor Financial Advisors in Boca Raton, Florida Financial Advisors in Brandon, Florida Financial Advisors in Fort Lauderdale, Florida Financial Advisors in Jacksonville, Florida Financial Advisors in Jensen Beach, Florida Financial Advisors in Maitland, Florida Financial Advisors in Melbourne, Florida Financial Advisors in Miami, Florida Financial Advisors in Orlando, Florida Financial Advisors in Oviedo, Florida Financial Advisors in Palm City, Florida Financial Advisors in Pompano Beach, Florida Financial Advisors in Safety Harbor, Florida Financial Advisors in Saint Petersburg, Florida Financial Advisors in Sarasota, Florida Financial Advisors in Satellite Beach, Florida Financial Advisors in Tampa, Florida Financial Advisors in Wesley Chapel, Florida Frequently Asked Questions Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor. Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and

--> There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals. We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. Finding the Top Financial Advisor in Maitland, Florida Last Updated - March 15, 2025 Maitland has 5 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Maitland, Florida have an average of 28 years of experience. NOTE: The list of vetted financial advisors in Maitland, Florida mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Maitland, Florida. Qualified Financial Advisors in Maitland, Florida Financial Advisor Experience AUM Minimum Assets Fee Structure Steven Hartman AAMS®, AIF® PRIVADA WEALTH MANAGEMENT 549 North Wymore Road, Suite 208, Maitland, FL 32751 32 Years $120,000,000 $500,000 Fee-Based Edelman Financial Engines, LLC 1900 Summit Tower Boulevard, Suite 230, Orlando, FL 32810 Not Disclosed