Allison Emilia Nowacki
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 2025 to now
- Harper's Brewpub and RestaurantOct 2022 to now
- Ameriprise Financial AdvisorsAug 2024 to Jan 2025
- Azimuth Capital ManagementMay 2024 to Aug 2024
- El AztecoJul 2023 to Oct 2023
- Michigan State UniversityAug 2021 to May 2025
- EvereveJan 2021 to Mar 2023
- Seaholm High SchoolAug 2017 to May 2021
- Derby Middle SchoolJan 2015 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 7979074
- Firm CRD
- 112158