Michael
Hartlieb
Plante Moran Financial Advisors
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About this Advisor
Michael Hartlieb is a certified financial planner who works out of Chicago, Illinois with 3 years of relevant experience. Hartlieb is an employee of Plante Moran Financial Advisors. Their career trajectory has included roles at Plante Moran Financial Advisors, Baker Tilly Virchow Krause, Googins Advisors, University Of Wisconsin, Centegra Health Systems and Marian Central Catholic High School. Hartlieb maintains a Series 65 license, certifying them as an investment advisor representative, and is registered to serve investors in Illinois. Plante Moran Financial Advisors is a company based out of Southfield, MI. The company has offices in 12 locations and a total of 139 advisors. It oversees $17 billion in total assets across its 16,199 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm provides services to four charities and foundations. Of its 16,199 client accounts, 87% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The firm offers a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fee schedules largely depend on which services the firm provides the client. However, fees billed by Plante Moran Financial Advisors can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Plante Moran Financial Advisors Brokerage Details
$16,742,515,079
139
16,199
$1,033,552
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Michael Hartlieb Work History
Michael has been registered as a financial advisor for 3 years.*
Plante Moran Financial Advisors
Baker Tilly Virchow Krause
Plante Moran Financial Advisors
Googins Advisors
University Of Wisconsin
Centegra Health Systems
University Of Wisconsin
Marian Central Catholic High School
*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 Michael Hartlieb 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
Monroe, WA
West Bloomfield, MI
Portage, MI
Chicago, IL
Detroit, MI
Southfield, MI
Chicago, IL
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.
