Alexander Winnie
Investment adviser representative at Plante Moran Financial Advisors
11 yearsExperience
1 stateRegistered in
$26.9BFirm assets
33 yearsFirm in business
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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
11 years in the industry.
- Plante Moran Financial AdvisorsAug 2023 to now
- N/aMay 2023 to Aug 2023
- Plante Moran Financial AdvisorsJun 2022 to Aug 2022
- Cg Financial ServicesSep 2021 to Dec 2021
- EbuymediaJun 2020 to Sep 2021
- Michigan State UniversityAug 2019 to May 2023
- Fr. Gabriel Richard High SchoolAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7333984
- Firm CRD
- 112158