Bryan
Baines
Plante Moran Financial Advisors
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About this Advisor
Bryan Baines is a certified financial planner operating in Auburn Hills, Michigan with 7 years of relevant experience. Baines is currently employed by Plante Moran Financial Advisors. During their career, Baines has held roles at Plante Moran Financial Advisors, Detroit Pistons and Oakland University. Baines holds a Series 65 license, designating them as an investment advisor representative, and is registered to serve investors in Michigan. Plante Moran Financial Advisors is a company that has its headquarters in Southfield, MI. The company has offices in 12 locations and a total of 139 people on staff. It controls $17 billion in assets between its 16,199 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves four charitable organizations. Of its 16,199 client accounts, 87% are associated with high-net-worth clients who have greater than $1 million in investable assets. The company has a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advice usually are based on the financial services. However, fee types billed by Plante Moran Financial Advisors may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Plante Moran Financial Advisors Brokerage Details
$16,742,515,079
139
16,199
$1,033,552
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Bryan Baines Work History
Bryan has been registered as a financial advisor for 7 years.*
Plante Moran Financial Advisors
Plante Moran Financial Advisors
Oakland University
Detroit Pistons
Oakland University
*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 Bryan Baines to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
