Nathan
Rumler

Plante Moran Financial Advisors

CRD#7561359
Investment Advisor
in Southfield, MI

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Nathan Rumler is a financial advisor based in Southfield, Michigan, working with Plante Moran Financial Advisors. Nathan has previously held positions at Plante Moran Financial Advisors, Rally House, Executive Wealth Management, Michigan State University Rec Sports, Premium Merchant Funding, Paesano's Restaurant & Wine Bar, Sam's Advanced Landscaping, Michigan State University, Father Gabriel Richard High School, and St Patrick's Middle School. Nathan has passed the Series 65 regulatory exam and is registered to provide services in Michigan. Currently, Nathan 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 65

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

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

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

Nathan Rumler Work History

2023 - Present (1 year)

Plante Moran Financial Advisors

2023 - 2023 (< 1 year)

N/A

2022 - 2023 (1 year)

Rally House

2022 - 2022 (< 1 year)

Executive Wealth Management

2021 - 2022 (1 year)

Michigan State University Rec Sports

2021 - 2021 (< 1 year)

Premium Merchant Funding

2020 - 2021 (1 year)

Paesano'S Restaurant & Wine Bar

2019 - 2019 (< 1 year)

Sam'S Advanced Landscaping

2019 - 2023 (4 years)

Michigan State University

2015 - 2019 (4 years)

Father Gabriel Richard High School

2014 - 2015 (1 year)

St Patrick'S Middle School

Disclosures

Please visit the SEC profile of Nathan Rumler 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

Parker Jamieson
Grand Rapids, MI
Benjamin Iacona
Auburn Hills, 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.

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started