Robert William Volk
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
- CostcoAug 2019 to Aug 2020
- Plante Moran Financial AdvisorsJun 2019 to Aug 2019
- Uw MadisonAug 2017 to Jun 2020
- CostcoJun 2017 to Jun 2019
- Dow AgrosciencesJun 2017 to Aug 2017
- Uw - Eau ClaireSep 2016 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7323074
- Firm CRD
- 112158