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 focused on insurance-related services. Ownership is listed as a combination of a domestic entity and individual owners. The firm’s classification in the dataset is "unclassified," and it is not identified as a capital allocator or an active ESG investor. Additional labels indicate it is not a multi-state adviser, not newly formed, not a pension consultant, and not recorded as a related adviser. The firm supplied minimal public detail about its business activities, advisory scope, or client profile in the provided dataset. Because those activity and affiliation fields are not populated, available information is limited to organizational descriptors rather than investment strategy or service lines.
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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