Plante Moran Financial Advisors

Investment Advisor
in Chicago, IL

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About this Advisor

Steven Gibson is a certified financial planner working in Chicago, Illinois with 10 years of relevant experience. Gibson is currently employed by Plante Moran Financial Advisors. Throughout their career, Gibson has worked at Plante Moran Insurance Agency, Plante Moran Financial Advisors, LLC and Valmark Securities. Gibson holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Illinois. Plante Moran Financial Advisors is a business operating out of Southfield, MI. The company has offices in 12 locations and a total of 139 employees. It manages $17 billion in assets across its 16,199 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises four charities and foundations. Of its 16,199 accounts, 87% are associated with high-net-worth individuals who have at least $1 million in investable assets. Plante Moran Financial Advisors performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fees depend on which services are provided. Fee types billed by Plante Moran Financial Advisors can include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations


Years Registered*

10 years

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 South Riverside Plaza 10Th Floor
Chicago, IL 60606

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Plante Moran Financial Advisors Brokerage Details

Total Assets Under Management


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


IL Average: 21
Total Number of Accounts


IL Average: 1,586
Average Account Size


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

Steven Gibson Work History

Steven has been registered as a financial advisor for 10 years.*

2013 - Present (10 years)

Plante Moran Insurance Agency

2013 - Present (10 years)

Plante Moran Financial Advisors, LLC

2013 - Present (10 years)

Valmark Securities

*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 Steven Gibson 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

Logan Olsen
Monroe, WA
Justin Halvorson
Detroit, MI
Steven Gibson
Chicago, IL
Jacob Petrick
Portage, MI
Cartier Zori
West Bloomfield, MI
Jacob Schumaker
Portage, MI
William Lazar
Traverse City, MI
Ainsley Ellison
East Lansing, MI

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

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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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