Eric
Palmer

Plante Moran Financial Advisors

CRD#6078700
Investment Advisor
in Denver, CO

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About this Advisor

Eric Palmer is a certified financial planner operating out of Denver, Colorado, who has 4 years of industry experience. Palmer works at Plante Moran Financial Advisors. During their career, Palmer has held roles at Plante Moran Financial Advisors and Michigan State University. Palmer holds a Series 65 license, which qualifies them as an investment advisor representative, and is able to advise clients in Colorado. Plante Moran Financial Advisors is a registered investment business operating out of Southfield, MI. The firm has offices in 12 locations and a total of 139 advisors. It oversees $17 billion in total assets across its 16,199 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advisory services to four charities and foundations. Of its 16,199 client accounts, 87% are associated with high-net-worth investors who have greater than $1 million in investable assets. Plante Moran Financial Advisors provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fee schedules largely depend on the services offered. Fee types charged by Plante Moran Financial Advisors likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

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

Office Location

8181 E Tufts Ave Suite 600
Denver, CO 80237

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Plante Moran Financial Advisors Brokerage Details

Total Assets Under Management

$16,742,515,079

CO Average: $943,424,332
Total Number of Employees

139

CO Average: 21
Total Number of Accounts

16,199

CO Average: 1,586
Average Account Size

$1,033,552

CO Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Eric Palmer Work History

Eric has been registered as a financial advisor for 4 years.*

2014 - Present (10 years)

Plante Moran Financial Advisors

2010 - 2014 (4 years)

Michigan State University

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Eric Palmer 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

Cartier Zori
West Bloomfield, MI
Steven Gibson
Chicago, IL
Justin Halvorson
Detroit, MI
Logan Olsen
Monroe, WA
Jacob Petrick
Portage, MI
William Lazar
Traverse City, MI
Kyle Crane
Ann Arbor, MI
James Hankenhof
Columbus, OH

The content in this profile was updated by SmartAsset on 4/16/2023. 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 profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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