Michael Daniel Ulle
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 AdvisorsOct 2023 to now
- Fidelity InvestmentsMay 2022 to Oct 2023
- Lineage LogisitcsMay 2021 to May 2022
- UnemployedAug 2020 to May 2021
- Ernst and YoungJul 2020 to Aug 2020
- UnemployedAug 2019 to Jul 2020
- Wealth Strategies Financial GroupMay 2019 to Aug 2019
- UnemployedAug 2018 to May 2019
- Island Lake BoathouseMay 2018 to Aug 2018
- UnemployedAug 2017 to May 2018
- Tanglewood Golf ClubMay 2016 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7126005
- Firm CRD
- 112158