Daniel
Taylor
Plante Moran Financial Advisors
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About this Advisor
Daniel Taylor is a financial advisor who works out of East Lansing, Michigan with a total of 2 years of industry experience. Taylor is an employee of Plante Moran Financial Advisors. Their career trajectory has included roles at Plante Moran Financial Advisors, University Of Michigan, Ann Arbor State Bank, Flushing Valley Golf & Country Club, Genessee Intermediate School District and Flushing High School. Taylor has a Series 65 license, certifying them as an investment advisor representative, and can advise clients in Michigan. Plante Moran Financial Advisors is a registered investment business that has its headquarters in Southfield, MI. The firm has offices in 12 locations and a total of 139 advisors. It controls $17 billion in assets among its 16,199 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves four charities and foundations. Of its 16,199 client accounts, 87% are held by high-net-worth individuals who have at least $1 million in assets. Plante Moran Financial Advisors provides a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fees typically depend on which service is offered. Fees charged by Plante Moran Financial Advisors most likely include any combination 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
Daniel Taylor Work History
Daniel has been registered as a financial advisor for 2 years.*
Plante Moran Financial Advisors
Plante Moran Financial Advisors
Ann Arbor State Bank
University Of Michigan
Flushing Valley Golf & Country Club
University Of Michigan
Genessee Intermediate School District
Flushing High School
*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 Daniel Taylor 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
Portage, MI
Monroe, WA
Detroit, MI
West Bloomfield, MI
Chicago, IL
Ann Arbor, MI
Columbus, OH
Denver, CO
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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