Michael
Ulle

Plante Moran Financial Advisors

CRD#7126005
Investment Advisor
in Detroit, MI

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About this Advisor

Michael Ulle is a financial advisor based in Detroit, Michigan, working with Plante Moran Financial Advisors. Michael has previously held positions at Lineage Logistics, Ernst And Young, Wealth Strategies Financial Group, Island Lake Boathouse, Tanglewood Golf Club, Fidelity Investments, and Plante Moran Financial Advisors. Michael has passed the Series 66 regulatory exam and is registered to provide services in Michigan. Currently, Michael is part of Plante Moran Financial Advisors, which operates out of Detroit, 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 66

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

1098 Woodward Ave.
Detroit, MI 48226

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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

Michael Ulle Work History

2023 - Present (1 year)

Plante Moran Financial Advisors

2022 - 2023 (1 year)

Fidelity Investments

2021 - 2022 (1 year)

Lineage Logisitcs

2020 - 2020 (< 1 year)

Ernst And Young

2019 - 2019 (< 1 year)

Wealth Strategies Financial Group

2018 - 2018 (< 1 year)

Island Lake Boathouse

2016 - 2017 (1 year)

Tanglewood Golf Club

Disclosures

Please visit the SEC profile of Michael Ulle 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

Benjamin Iacona
Auburn Hills, MI
Austin Mckay
East Lansing, MI
Kennedy Coey
Columbus, OH
Aaron Chenoweth
Portage, MI
Ryan Erdmann
Southfield, MI
Adam Broka
Southfield, MI
William Myers
Flint, MI
Nathan Rumler
Southfield, MI

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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