Sean Phillip Morris
Investment adviser representative at Plante Moran Financial Advisors
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$26.9BFirm assets
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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
10 years in the industry.
- Plante Moran Financial AdvisorsAug 2020 to now
- Hantz FinancialMay 2019 to Dec 2019
- Grand Valley State AthleticsSep 2018 to May 2019
- Grand Valley State UniversityAug 2018 to Aug 2020
- Detroit LionsMay 2018 to Aug 2018
- SelcraNov 2016 to May 2018
- Washtenaw Community CollegeAug 2016 to May 2018
- Wcc SportsJul 2016 to May 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
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
- 7120534
- Firm CRD
- 112158