Sara
Strohmaier
Plante Moran Financial Advisors
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About this Advisor
Sara Strohmaier is a certified financial planner based out of Chicago, Illinois who has 6 years of relevant experience. Strohmaier is an advisor for Plante Moran Financial Advisors. Strohmaier has gained experience at Hewins Financial Advisors, LLC, University Of Wisconsin- Madison, Western Racquet Club and Plante Moran Financial Advisors. Strohmaier holds a Series 65 license, which qualifies them as an investment advisor representative, and can advise clients in Illinois and Michigan. Plante Moran Financial Advisors is a financial advisory company that has its headquarters in Southfield, MI. The firm has offices in 12 locations and a total of 139 advisors. It oversees $17 billion in assets across its 16,199 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises four charitable organizations. Of its 16,199 client accounts, 87% are associated with high-net-worth individuals who have at least $1 million in investable assets. The business performs a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fee schedules typically are based on which service is offered. However, fees billed by Plante Moran Financial Advisors can include any combination 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
Sara Strohmaier Work History
Sara has been registered as a financial advisor for 6 years.*
Plante Moran Financial Advisors
Plante Moran Financial Advisors
Hewins Financial Advisors, LLC
University Of Wisconsin- Madison
Hewins Financial Advisors, LLC
University Of Wisconsin- Madison
Western Racquet Club
*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 Sara Strohmaier 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
Monroe, WA
Portage, MI
Detroit, MI
West Bloomfield, MI
Southfield, MI
Denver, CO
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.
