Gabrielle
Brackrog

Plante Moran Financial Advisors

CRD#6495286
Investment Advisor
in Ann Arbor, MI

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About this Advisor

Gabrielle Brackrog is a certified financial planner who works in Ann Arbor, Michigan who has 4 years of relevant experience. Brackrog currently works for Plante Moran Financial Advisors. Their career trajectory has included roles at Plante Moran Financial Advisors, Merrill Lynch, Sweet Retreats, Michigan State University, Florida Atlantic University, Florida Gulf Coast University, None and Milford High School. Brackrog maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to serve investors in Michigan. Plante Moran Financial Advisors is a financial advisory company that has its headquarters in Southfield, MI. The firm has offices in 12 locations and a total of 139 advisors. It manages $17 billion in total assets among its 16,199 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides services to four charities and foundations. Of its 16,199 accounts, 87% are associated with high-net-worth individuals who have at least $1 million in assets. Plante Moran Financial Advisors performs a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees typically vary depending on the services offered. However, fees charged by Plante Moran Financial Advisors can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

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

1000 Oakbrook Dr. Suite 400
Ann Arbor, MI 48104

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Plante Moran Financial Advisors Brokerage Details

Total Assets Under Management

$16,742,515,079

MI Average: $943,424,332
Total Number of Employees

139

MI Average: 21
Total Number of Accounts

16,199

MI Average: 1,586
Average Account Size

$1,033,552

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

Gabrielle Brackrog Work History

Gabrielle has been registered as a financial advisor for 4 years.*

2018 - Present (6 years)

Plante Moran Financial Advisors

2018 - 2018 (< 1 year)

None

2017 - 2017 (< 1 year)

Plante Moran Financial Advisors

2016 - 2016 (< 1 year)

Merrill Lynch

2016 - 2018 (2 years)

Michigan State University

2015 - 2015 (< 1 year)

Merrill Lynch

2015 - 2016 (1 year)

Florida Atlantic University

2014 - 2014 (< 1 year)

Sweet Retreats

2014 - 2015 (1 year)

Florida Gulf Coast University

2010 - 2014 (4 years)

Milford 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 Gabrielle Brackrog 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

Cartier Zori
West Bloomfield, MI
Steven Gibson
Chicago, IL
Logan Olsen
Monroe, WA
Jacob Petrick
Portage, MI
Justin Halvorson
Detroit, MI
Myles Wiley
East Lansing, MI
William Lazar
Traverse City, MI
Emily Lydey
Southfield, 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.

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