Chadwick Burke Mulligan
Investment adviser representative at Plante Moran Financial Advisors
11 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
11 years in the industry.
- Plante Moran Financial AdvisorsApr 2023 to now
- N/aNov 2022 to Apr 2023
- Bear Dance Golf CourseAug 2022 to Nov 2022
- Plante Moran Financial AdvisorsJun 2021 to Aug 2021
- Pie Tap Pizza Workshop & BarFeb 2021 to May 2021
- Amazing Moves Moving & StorageMay 2019 to Aug 2020
- Elways SteakhouseMay 2019 to Jan 2020
- Vail ResortsDec 2018 to Jan 2020
- Southern Methodist UniversityAug 2018 to May 2022
- Cherry Creek High SchoolAug 2015 to May 2018
- Village ClubMay 2015 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7803126
- Firm CRD
- 112158