Connor
Gaffney
Plante Moran Financial Advisors
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About this Advisor
Connor Gaffney is a financial advisor operating in Detroit, Michigan with a total of 3 years of relevant experience. Gaffney is an advisor for Plante Moran Financial Advisors. During their career, the advisor has held roles at Advisory Alpha LLC, Corrigan Air & Sea Cargo, Our Lady Of Good Counsel/Detroit Catholic Central, Simplicity Wealth and Plante Moran Financial Advisors. Gaffney holds a Series 65 license, certifying them as an investment advisor representative, and is registered to advise clients in Michigan. Plante Moran Financial Advisors is a financial advisory firm based out of Southfield, MI. The investment advisory business has offices in 12 locations and a total of 139 people on staff. It oversees $17 billion in assets under management across its 16,199 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves four charitable organizations. Of its 16,199 client accounts, 87% are held by high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm has a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advisory services typically vary depending on which services the firm provides the client. However, fee types charged by Plante Moran Financial Advisors likely 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
Connor Gaffney Work History
Connor has been registered as a financial advisor for 3 years.*
Plante Moran Financial Advisors
Advisory Alpha LLC
Simplicity Wealth
Corrigan Air & Sea Cargo
Our Lady Of Good Counsel/Detroit Catholic Central
*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 Connor Gaffney 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
Monroe, WA
Portage, MI
Chicago, IL
Detroit, MI
West Bloomfield, MI
Portage, MI
Grand Rapids, 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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