Caitlyn
Gimler
Plante Moran Financial Advisors
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About this Advisor
Caitlyn Gimler is a financial advisor based out of Grand Rapids, Michigan who has 2 years of relevant experience. Gimler is currently employed by Plante Moran Financial Advisors. Over the course of their career, Gimler has held roles at Plante Moran Financial Advisors, Grand Valley State University, Goodbody Stockbrokers, Denison Financial, Drifter'S Family Restaurant, City Of Gladstone, Gladstone High School and Rapid River Public Schools. Gimler maintains a Series 65 license, certifying them as an investment advisor representative, and is registered to serve investors in Michigan. Plante Moran Financial Advisors is a financial advisory company based in Southfield, MI. The firm has offices in 12 locations and a total of 139 advisors. It manages $17 billion in assets among its 16,199 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises four charities and foundations. Of its 16,199 client accounts, 87% belong to high-net-worth individuals who have at least $1 million in investable assets. The firm performs a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advisory services are based on which services are offered. Fee types billed by Plante Moran Financial Advisors can consist of some blend of 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
Caitlyn Gimler Work History
Caitlyn has been registered as a financial advisor for 2 years.*
Plante Moran Financial Advisors
Goodbody Stockbrokers
Denison Financial
Grand Valley State University
Grand Valley State University
Grand Valley State University
Drifter'S Family Restaurant
City Of Gladstone
Gladstone High School
Rapid River Public Schools
*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 Caitlyn Gimler 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
Detroit, MI
Monroe, WA
Portage, MI
Chicago, IL
West Bloomfield, MI
Southfield, MI
Auburn Hills, 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 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.
