Plante Moran Financial Advisors
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About this Advisor
Ellis Shanley is a certified financial planner working in Chicago, Illinois with 2 years of relevant experience. Shanley is on the advisory team at Plante Moran Financial Advisors. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Cousins Subs, Naitonal Golf Center, Select Management LLC, Whiskey Jacks Bar And Saloon, Merrill Lynch, Pierce, Fenner, And Smith Inc, Ubs, University Of Wisconsin - Madison, U.S. Bank, Bank Of America, N.A, Mainstreet Investment Advisors LLC and Plante Moran Financial Advisors. Shanley maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Illinois. Plante Moran Financial Advisors is an advisory company that has its headquarters in Southfield, MI. It has offices in 12 locations and a total of 139 people on staff. It administers $17 billion in assets between its 16,199 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises four charitable organizations. Of its 16,199 accounts, 87% are associated with high-net-worth investors who have at least $1 million in assets. Plante Moran Financial Advisors offers a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fees usually are based on which services the firm provides the client. However, fees charged by Plante Moran Financial Advisors can be comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
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Plante Moran Financial Advisors Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Ellis Shanley Work History
Ellis has been registered as a financial advisor for 2 years.*
Plante Moran Financial Advisors
Mainstreet Investment Advisors LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Whiskey Jacks Bar And Saloon
Merrill Lynch, Pierce, Fenner, And Smith Inc
Select Management LLC
University Of Wisconsin - Madison
Naitonal Golf Center
*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.
Please visit the SEC profile of Ellis Shanley 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
West Bloomfield, MI
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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.