Holly
Hedemark
Plante Moran Financial Advisors
Answer a few questions and
get matched with an advisor.
About this Advisor
Holly Hedemark is a financial advisor who works out of Detroit, Michigan who has 4 years of industry experience. Hedemark works at Plante Moran Financial Advisors. During their career, Hedemark has held roles at Plante Moran Financial Advisors, Fiat Chrysler Automobiles, University Of Detroit Mercy, Donnelly Penman And Partners Investment Banking, City Of Grosse Pointe Shores, Good Problem Productions, Tcby Frozen Yogurt and Roseville High School. Hedemark holds a Series 65 license, designating them as an investment advisor representative, and is approved to advise clients in Michigan. Plante Moran Financial Advisors is a registered investment company that has its headquarters in Southfield, MI. The investment advisory business has offices in 12 locations and a total of 139 advisors. It oversees $17 billion in assets under management across its 16,199 customer accounts, making it one of the largest firms in the United States by assets under management. The firm provides financial advisory services to four charitable organizations. Of its 16,199 customer accounts, 87% are associated with high-net-worth investors who have more than $1 million in investable assets. Plante Moran Financial Advisors offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors usually vary depending on which service is provided. Fee types billed by Plante Moran Financial Advisors likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Holly Hedemark Work History
Holly has been registered as a financial advisor for 4 years.*
Plante Moran Financial Advisors
Plante Moran Financial Advisors
Fiat Chrysler Automobiles
University Of Detroit Mercy
Donnelly Penman And Partners Investment Banking
City Of Grosse Pointe Shores
University Of Detroit Mercy
Good Problem Productions
Tcby Frozen Yogurt
University Of Detroit Mercy
Roseville 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 Holly Hedemark 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
West Bloomfield, MI
Portage, MI
Monroe, WA
Chicago, IL
East Lansing, MI
Southfield, MI
Auburn Hills, 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
