Plante Moran Financial Advisors
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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
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Plante Moran Financial Advisors Brokerage Details
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.*
Plante Moran Insurance Agency
Plante Moran Financial Advisors, LLC
*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
West Bloomfield, MI
Traverse City, MI
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 firstname.lastname@example.org.
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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.