Ainsley
Ellison

Plante Moran Financial Advisors

CRD#6756641
Investment Advisor
in East Lansing, MI

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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

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 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

1111 Michigan Ave
East Lansing, MI 48823

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Plante Moran Financial Advisors Brokerage Details

Total Assets Under Management

$16,742,515,079

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

139

MI Average: 21
Total Number of Accounts

16,199

MI Average: 1,586
Average Account Size

$1,033,552

MI Average: $594,845

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.*

2016 - Present (8 years)

Plante Moran Financial Advisors

2015 - 2016 (1 year)

Hillsdale College

2015 - 2015 (< 1 year)

Hillsdale College

2015 - 2015 (< 1 year)

Olivia'S Chophouse

2012 - 2015 (3 years)

E Pack Investments LLC

2012 - 2016 (4 years)

Hillsdale College

*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 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

Steven Gibson
Chicago, IL
Justin Halvorson
Detroit, MI
Jacob Petrick
Portage, MI
Logan Olsen
Monroe, WA
Cartier Zori
West Bloomfield, MI
James Comer
Columbus, OH
Max Wellinger
Southfield, MI
Eric Dahlberg
Southfield, 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 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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