Celeste Cathryn Sloma
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 2026 to now
- Lifetime Financial GrowthMay 2025 to Jul 2025
- Nationwide Hotel & ConferenceMay 2024 to Jul 2024
- Nationwide Hotel & ConferenceMay 2023 to Jul 2023
- Ohio UniversityAug 2022 to May 2026
- Scioto Country ClubMay 2022 to Jul 2022
- Worthington Kilbourne HsAug 2016 to May 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 8080424
- Firm CRD
- 112158