Varun Goli Reddy
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.
- Plante Moran Financial AdvisorsAug 2024 to now
- NoneApr 2024 to Aug 2024
- Plante Moran Financial AdvisorsJun 2023 to Aug 2023
- Kellogg CompanyJun 2022 to Aug 2022
- Plante MoranJun 2021 to Jul 2021
- Michigan State UniversityAug 2020 to Apr 2024
- City of NoviSep 2018 to Jan 2020
- Novi High SchoolAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 8002536
- Firm CRD
- 112158