Aaron Paul Damlo
Investment adviser representative at Plante Moran Financial Advisors
12 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
12 years in the industry.
- Plante Moran Financial AdvisorsAug 2025 to now
- Jackson NationalSep 2024 to May 2025
- Plante Moran Financial AdvisorsJun 2024 to Aug 2024
- Jackson NationalSep 2023 to May 2024
- Alta MarketingMay 2023 to Aug 2023
- Jackson NationalOct 2022 to Apr 2023
- Thumper Pond ResortJun 2022 to Aug 2022
- PrimericaJan 2022 to Mar 2022
- Michigan State UniversitySep 2021 to May 2025
- MnsrcApr 2021 to Aug 2021
- Cleaning ServicesMar 2021 to Aug 2021
- Lakeville South High SchoolSep 2017 to Jun 2021
- Renwood Trail Middle SchoolSep 2014 to Jun 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
- 8002547
- Firm CRD
- 112158