Eric
Dahlberg

Plante Moran Financial Advisors

CRD#4034484
Investment Advisor
in Southfield, MI

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About this Advisor

Eric Dahlberg is a financial advisor based in Southfield, Michigan, working with Plante Moran Financial Advisors. Eric has previously held a position at Plante Moran Financial Advisors. Eric has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Michigan. Currently, Eric is part of Plante Moran Financial Advisors, which operates out of Southfield, 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 63, Series 65, Chartered Financial Analyst

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

3000 Town Center Suite 100
Southfield, MI 48075

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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

Eric Dahlberg Work History

2012 - Present (12 years)

Plante Moran Financial Advisors

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Eric Dahlberg 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
Kennedy Coey
Columbus, OH
Parker Jamieson
Grand Rapids, MI
Adam Bernthal
Chicago, IL
Ryan Erdmann
Southfield, MI
Adam Broka
Southfield, MI
Nathan Rumler
Southfield, MI
Eric Palmer
Denver, CO

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.

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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.

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