Aaron Chenoweth
Investment adviser representative at Plante Moran Financial Advisors
12 yearsExperience
1 stateRegistered in
CFADesignation
$26.9BFirm assets
Are you Aaron Chenoweth? Claim your profile
Contact this firm
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
12 years in the industry.
- Plante Moran Financial AdvisorsAug 2020 to now
- AmazonMay 2020 to Aug 2020
- Chicago DoughAug 2019 to May 2020
- Acton InstituteMay 2019 to Aug 2019
- EverenceMay 2018 to Aug 2018
- Kankakee Valley Ice CenterAug 2017 to May 2018
- Olivet Nazarene UniversityAug 2016 to May 2020
- Nappanee Missionary ChurchMay 2014 to Aug 2017
Designations
- CFA
Exams passed
No exams in this record.
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
- 7738743
- Firm CRD
- 112158