Kasey
Styrna
Plante Moran Financial Advisors
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About this Advisor
Kasey Styrna is a financial advisor based in Chicago, Illinois, working with Plante Moran Financial Advisors. Kasey has previously held positions at Plante Moran Insurance Agency and Plante Moran Financial Advisors. Kasey has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Michigan. Currently, Kasey 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
Services Offered
Fee Structure
Office Location
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Plante Moran Financial Advisors Brokerage Details
$19,432,085,297
141
16,708
$1,163,041
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Kasey Styrna Work History
Plante Moran Insurance Agency
Plante Moran Financial Advisors
Disclosures
Please visit the SEC profile of Kasey Styrna 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
Chicago, IL
Denver, CO
Grand Rapids, MI
Grand Rapids, MI
Southfield, MI
Southfield, MI
Flint, MI
Columbus, OH
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