Plante Moran Financial Advisors
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About this Advisor
Ainsley Ellison is a certified financial planner based in East Lansing, Michigan with a total of 6 years of industry experience. Ellison is on the advisory team at Plante Moran Financial Advisors. Over the course of their career, Ellison has held roles at Plante Moran Financial Advisors, Hillsdale College, Olivia'S Chophouse and E Pack Investments LLC. Ellison has a Series 65 license, qualifying them as an investment advisor representative, and is approved to work in Michigan. Plante Moran Financial Advisors is an advisory business operating out of Southfield, MI. The company has offices in 12 locations and a total of 139 employees. It handles $17 billion in assets across its 16,199 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to four charitable organizations. Of its 16,199 client accounts, 87% belong to high-net-worth individuals who have at least $1 million in investable assets. Plante Moran Financial Advisors offers a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management largely vary depending on the financial services offered. However, fee types billed by Plante Moran Financial Advisors may include 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
Ainsley Ellison Work History
Ainsley has been registered as a financial advisor for 6 years.*
Plante Moran Financial Advisors
E Pack Investments 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 Ainsley Ellison 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
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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.