Gregory Richard Walthorn
Investment adviser representative at Plante Moran Financial Advisors
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$26.9BFirm assets
Are you Gregory Richard Walthorn? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Plante Moran Financial AdvisorsJan 2025 to now
- Plante & Moran PllcJul 2015 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MI).
Plante Moran Financial Advisors
Legal name: Plante Moran Financial Advisors, LLC
$26.9BAssets managed
4,009Clients
130Advisers
33 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5744820
- Firm CRD
- 112158