Unclaimed
Austin McKay is a financial advisor with Plante Moran Financial Advisors, a firm with offices in Southfield, MI. Austin has been in the industry for 10 years and has a Series 65 license. He is registered with the state of Michigan as an Investment Advisor Representative. He specializes in retirement planning, college savings planning, and estate planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MI
05/06/2024 - Present
Plante Moran Financial Advisors (SOUTHFIELD MI)
IA
Issued 05/04/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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