Kennedy
Coey
Plante Moran Financial Advisors
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About this Advisor
Kennedy Coey is a financial advisor operating in Columbus, Ohio with a total of 1 year of industry experience. Coey currently works for Plante Moran Financial Advisors. The advisor has gained experience at Plante Moran Financial Advisors, Summit Financial Strategies, Vawter Financial, Windstor Advisory Group, Columbus State Community College, The Ohio State University, Coca Cola Company, The Wendy'S Company, Renick'S Family Market, Teays Valley High School and Teays Valley East Middle School. Coey holds a Series 65 license, which qualifies them as an investment advisor representative, and is able to advise clients in Ohio. Plante Moran Financial Advisors is a financial advisory business operating out of Southfield, MI. It has offices in 12 locations and a total of 139 employees. It has $17 billion in assets between its 16,199 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves four charities and foundations. Of its 16,199 client accounts, 87% belong to high-net-worth individuals who have more than $1 million in investable assets. The company has a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fees typically vary depending on which service is provided. Fees charged by Plante Moran Financial Advisors may include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Kennedy Coey Work History
Kennedy has been registered as a financial advisor for 1 years.*
Plante Moran Financial Advisors
The Wendy'S Company
Summit Financial Strategies
Plante Moran Financial Advisors
The Wendy'S Company
Vawter Financial
Windstor Advisory Group
Columbus State Community College
The Wendy'S Company
The Ohio State University
The Wendy'S Company
Coca Cola Company
The Ohio State University
The Wendy'S Company
The Wendy'S Company
Renick'S Family Market
Teays Valley High School
Teays Valley East Middle 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 Kennedy Coey 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
Chicago, IL
Monroe, WA
Portage, MI
West Bloomfield, MI
Detroit, MI
Southfield, MI
Grand Rapids, MI
Chicago, IL
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.
