Myles
Wiley

Plante Moran Financial Advisors

CRD#7470031
Investment Advisor
in East Lansing, MI

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About this Advisor

Myles Wiley is a financial advisor who works in East Lansing, Michigan with 2 years of industry experience. Wiley currently works for Plante Moran Financial Advisors. Throughout their career, Wiley has worked at Plante Moran Financial Advisors, Fedex, United Parcel Service, Green Jeans, Michigan State University, Bordine'S, Adrian College, Hartland High School and None. Wiley maintains a Series 65 license, certifying them as an investment advisor representative, and is able to advise clients in Michigan. Plante Moran Financial Advisors is a business based in Southfield, MI. It has offices in 12 locations and a total of 139 financial advisors. It handles $17 billion in total assets across its 16,199 customer accounts, making it one of the largest firms in the nation by assets under management. The firm provides financial advice to four charities and foundations. Of its 16,199 accounts, 87% are associated with high-net-worth investors who have more than $1 million in investable assets. The firm has a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors depend on the services. However, fees charged by Plante Moran Financial Advisors likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

2 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

1111 E Michigan Ave.
East Lansing, MI 48823

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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

Myles Wiley Work History

Myles has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Plante Moran Financial Advisors

2021 - 2021 (< 1 year)

None

2020 - 2021 (1 year)

Fedex

2020 - 2020 (< 1 year)

Plante Moran Financial Advisors

2020 - 2020 (< 1 year)

United Parcel Service

2019 - 2019 (< 1 year)

Green Jeans

2018 - 2021 (3 years)

Michigan State University

2018 - 2018 (< 1 year)

Bordine'S

2017 - 2017 (< 1 year)

Bordine'S

2016 - 2018 (2 years)

Adrian College

2012 - 2016 (4 years)

Hartland 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 Myles Wiley 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

Logan Olsen
Monroe, WA
Justin Halvorson
Detroit, MI
Cartier Zori
West Bloomfield, MI
Steven Gibson
Chicago, IL
Jacob Petrick
Portage, MI
Adam Brenders
Auburn Hills, MI
Mitchell Lowe
Ann Arbor, MI
Eric Dahlberg
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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