Jaimee Lynne Figueiredo
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 2025 to now
- UnemployedApr 2025 to Jul 2025
- Fruition Acai & Juice BarOct 2024 to Dec 2024
- Plante Moran Financial AdvisorsJun 2024 to Aug 2024
- Fruition Acai & Juice BarMar 2024 to Jun 2024
- AnthropologieJan 2024 to Feb 2024
- Mercantile BankMay 2023 to Dec 2023
- AffagatosSep 2022 to Nov 2022
- VitalesAug 2022 to May 2023
- Grand Valley State UniversityAug 2021 to Apr 2025
- Buddies Pub & GrillMay 2019 to May 2023
- Lansing Christian SchoolAug 2016 to Aug 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8189701
- Firm CRD
- 112158