Alexander
Winnie

Plante Moran Financial Advisors

CRD#7333984
Investment Advisor
in Ann Arbor, MI

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Alexander Winnie is a financial advisor based in Ann Arbor, Michigan, working with Plante Moran Financial Advisors. Alexander has previously held positions at Plante Moran Financial Advisors, Cg Financial Services, Ebuymedia, Michigan State University, Fr. Gabriel Richard High School, and Our Lady Of Good Counsel School. Alexander has passed the Series 65 regulatory exam and is registered to provide services in Michigan. Currently, Alexander is part of Plante Moran Financial Advisors, which operates out of Ann Arbor, Michigan. The firm has 12 offices and 141 employees. The firm manages assets totaling $19.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Plante Moran Financial Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

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

1000 Oakbrook Dr. Ste 400
Ann Arbor, MI 48104

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Plante Moran Financial Advisors Brokerage Details

Total Assets Under Management

$19,432,085,297

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

141

MI Average: 21
Total Number of Accounts

16,708

MI Average: 1,586
Average Account Size

$1,163,041

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

Alexander Winnie Work History

2023 - Present (1 year)

Plante Moran Financial Advisors

2023 - 2023 (< 1 year)

N/A

2022 - 2022 (< 1 year)

Plante Moran Financial Advisors

2021 - 2021 (< 1 year)

Cg Financial Services

2020 - 2021 (1 year)

Ebuymedia

2019 - 2023 (4 years)

Michigan State University

2015 - 2019 (4 years)

Fr. Gabriel Richard High School

2013 - 2015 (2 years)

Our Lady Of Good Counsel School

Disclosures

Please visit the SEC profile of Alexander Winnie 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

Mallory Griffin
Washington, DC
Gabrielle Brackrog
Ann Arbor, MI
Kennedy Coey
Columbus, OH
Adam Bernthal
Chicago, IL
Ryan Erdmann
Southfield, MI
Adam Broka
Southfield, MI
William Myers
Flint, MI
Nathan Rumler
Southfield, MI

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started