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Ruhin Ketan Shah

Investment adviser representative at Plante Moran Financial Advisors
10 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

10 years in the industry.

  1. Plante Moran Financial AdvisorsAug 2026 to now
  2. Plante MoranAug 2025 to Nov 2025
  3. Plante Moran Financial AdvisorsMay 2025 to Aug 2025
  4. Ally FinancialMay 2024 to Aug 2024
  5. Toyoda GoseiMay 2023 to May 2024
  6. Breslin CenterJan 2023 to Apr 2023
  7. Michigan State UniversityAug 2022 to May 2026
  8. Dakota High SchoolAug 2018 to May 2022
  9. KumonFeb 2018 to May 2018
  10. Seneca Middle SchoolAug 2016 to Aug 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

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
7407347
Firm CRD
112158
Advisor's SEC record (opens in a new tab)
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