Michael
Hartlieb

Plante Moran Financial Advisors

CRD#7228253
Investment Advisor
in Chicago, IL

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About this Advisor

Michael Hartlieb is a financial advisor based in Chicago, Illinois, working with Plante Moran Financial Advisors. Michael has previously held positions at Plante Moran Financial Advisors, Baker Tilly Virchow Krause, Googins Advisors, University Of Wisconsin, Centegra Health Systems, and Marian Central Catholic High School. Michael has passed the Series 65 regulatory exam and is registered to provide services in Illinois. Currently, Michael 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

Series 65, CERTIFIED FINANCIAL PLANNER™

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

10 S Riverside Plaza 9Th Floor
Chicago, IL 60606

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Plante Moran Financial Advisors Brokerage Details

Total Assets Under Management

$19,432,085,297

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

141

IL Average: 21
Total Number of Accounts

16,708

IL Average: 1,586
Average Account Size

$1,163,041

IL Average: $594,845

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

2019 - Present (5 years)

Plante Moran Financial Advisors

2019 - 2019 (< 1 year)

Baker Tilly Virchow Krause

2018 - 2018 (< 1 year)

Plante Moran Financial Advisors

2017 - 2018 (1 year)

Googins Advisors

2016 - 2018 (2 years)

University Of Wisconsin

2016 - 2016 (< 1 year)

Centegra Health Systems

2015 - 2019 (4 years)

University Of Wisconsin

2011 - 2015 (4 years)

Marian Central Catholic High School

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

Adam Bernthal
Chicago, IL
Mallory Griffin
Washington, DC
Alexa Reder
Grand Rapids, MI
Parker Jamieson
Grand Rapids, MI
Ryan Erdmann
Southfield, MI
Adam Broka
Southfield, MI
Nathan Rumler
Southfield, MI
Aaron Chenoweth
Portage, MI

The content in this profile was updated by SmartAsset on 6/19/2024. 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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