Grand Rapids, MI Front Ave NW Office

Team
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Plante Moran financial advisors

Multi-team

Firm-wide stats for Plante Moran financial advisors

Total advisors

131

Across 18 offices

Clients per advisor

30 Very Low

Avg AUM per client

$6,699,075 Very High

HNW client ratio

86% Very High

About

Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a mix of private and institutional clients. Its clients include individual households (including high-net-worth individuals) as well as banks and thrift institutions, insurance companies, not-for-profits, state and municipal entities, other investment advisers, and—uncommonly for peers—sovereign wealth funds.

The firm offers both discretionary and non-discretionary Portfolio Advisory Services, manager search and monitoring, tax-lot accounting, and nonrecurring planning engagements. PMFA’s investment process combines fundamental, technical and cyclical analysis with a proprietary equity market valuation model, and commonly uses third‑party separate account managers and alternative investments; a majority of the firm’s reported AUM is managed on a non‑discretionary basis.

PMFA is part of the larger Plante Moran enterprise and discloses affiliations with a nationally chartered trust bank (Plante Moran Trust, N.A.), a real‑estate–focused investment adviser (Plante Moran Realpoint Investment Advisors) that also provides non‑RIA real estate services, an insurance agency, and a broker‑dealer. Those related‑party relationships and the firm’s client mix (including institutional and government clients) are highlighted in the brochure as sources of potential conflicts of interest and are disclosed alongside PMFA’s custodial and referral arrangements.

Based on Plante Moran financial advisors

Expertise

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k)

Based on Plante Moran financial advisors

Occupation focus

Founder/Business Owner Executive

Based on Plante Moran financial advisors

Location

634 Front Ave NW, #300

Grand Rapids MI 49504

Advisors at this office

9

Advisors at this office

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Garrett V

CFP®, Series 65

Grand Rapids, MI

Plante Moran financial advisors

Garrett Von Behren is a financial advisor at Plante Moran Financial Advisors with CFP® and Series 65 credentials and four years of industry experience. His prior roles include positions at Notre Dame Investment Office and United Parcel Service. He has also worked in educational settings at Michigan State University and St. Joseph High School. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to both private and institutional clients, including high-net-worth individuals, banks, insurance companies, and sovereign wealth funds. The firm employs a combined fundamental, technical, and cyclical investment approach and offers both discretionary and non-discretionary portfolio advisory services.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Hans K

CFP®, Series 63

Grand Rapids, MI

Plante Moran financial advisors

Hans Kronsbein is a CFP® and Series 63 credentialed advisor with 18 years of industry experience. He has been with Plante Moran Financial Advisors since 2001 and is also a partner at Plante & Moran PLLC. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including individual households, institutional clients, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model and commonly uses third-party managers and alternative investments.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Alexa R

CFP®, Series 65

Grand Rapids, MI

Plante Moran financial advisors

Alexa Reder is a CFP® and Series 65 credentialed financial advisor at Plante Moran Financial Advisors with three years of industry experience. She has worked at Plante Moran Financial Advisors since 2021 and has prior experience at Michigan State University and Latitude 42 Brewing Co. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm’s investment approach incorporates fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model and frequently utilizes third-party managers and alternative investments.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Scott C

CFP®

Grand Rapids, MI

Plante Moran financial advisors

Scott Carano is a CFP® at Plante Moran Financial Advisors with 16 years of industry experience. He has been with Plante Moran, PLLC and its affiliated financial advisory firm since 1988. Carano is also a partner at Plante Moran, PLLC. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including high-net-worth individuals, institutional clients, and sovereign wealth funds. The firm utilizes a combination of fundamental, technical, and cyclical analysis along with a proprietary equity market valuation model and offers both discretionary and non-discretionary portfolio management.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Amy B

CFP®, Series 65

Grand Rapids, MI

Plante Moran financial advisors

Amy Butterfield is a CFP® and Series 65 licensed financial advisor with Plante Moran Financial Advisors. She has 16 years of industry experience and has worked with Plante Moran Financial Advisors since 2008. Amy is currently affiliated with P&M Holding Group as well. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse range of clients, including high-net-worth individuals, institutional clients, and sovereign wealth funds. The firm employs a multifaceted investment approach that integrates fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Alex S

CFP®, CFA®, Series 65

Grand Rapids, MI

Plante Moran financial advisors

Alex Smith is a CFP®, CFA®, and Series 65-registered financial advisor with eight years of industry experience. He has worked with Plante Moran Financial Advisors since 2017 and previously was affiliated with Purdue University. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-faceted investment process that includes fundamental, technical, and cyclical analysis combined with a proprietary equity market valuation model.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Sean M

CFP®, Series 65

Grand Rapids, MI

Plante Moran financial advisors

Sean Morris is a CFP® and holds a Series 65 license with six years at Plante Moran Financial Advisors and a total of five years in the industry. His prior experience includes roles at Hantz Financial, Grand Valley State University and Athletics, the Detroit Lions, Selcra, and Washtenaw Community College. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a broad client base that includes individuals, institutions, and sovereign wealth funds. The firm’s investment approach integrates fundamental, technical, and cyclical analysis with a proprietary equity market valuation model, utilizing both third-party managers and alternative investments.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jennifer B

CFP®, Series 65

Grand Rapids, MI

Plante Moran financial advisors

Jennifer Beach is a CERTIFIED FINANCIAL PLANNER™ with nine years of industry experience, currently serving at Plante Moran Financial Advisors since 2017. Prior to joining Plante Moran, she held positions at Grand Valley State University. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional investors, and sovereign wealth funds. The firm employs a combined fundamental, technical, and cyclical investment process and offers both discretionary and non-discretionary portfolio management.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Jaimee F

Series 65

Grand Rapids, MI

Plante Moran financial advisors

Jaimee Figueiredo is a financial advisor with Plante Moran Financial Advisors in Grand Rapids, MI. She holds a Series 65 designation and has recently started her career in the industry. Prior to joining Plante Moran, she has worked at various businesses including Fruition Acai & Juice Bar and Mercantile Bank. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including individual households, institutional clients, and sovereign wealth funds. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside proprietary equity market valuation models.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
View complete list of advisors at this office
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