Alexa Grace Reder
Investment adviser representative at Plante Moran Financial Advisors
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$26.9BFirm assets
Are you Alexa Grace Reder? 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 2022 to now
- NAMay 2022 to Aug 2022
- Plante Moran Financial AdvisorsJun 2021 to Aug 2021
- NAOct 2020 to May 2021
- Latitude 42 Brewing Co.May 2019 to Aug 2019
- Michigan State UniversityAug 2018 to May 2022
- NAAug 2018 to May 2019
- Latitude 42 Brewing Co.Jun 2018 to Aug 2018
- Cove Lakeside BistroJul 2017 to May 2018
- Portage Central High SchoolSep 2014 to May 2018
Designations
- CFP® certification
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
- 7745165
- Firm CRD
- 112158