This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS

Current firm class

asset managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Nov 1, 2016earliest registration or exam on IAPD

Years in industry

9derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65

First exam

Mar 10, 2020

First registration

Mar 10, 2020

Dual registered

no

IAPD individual key

7236632

• Occurred

  Apr 5, 2022
  Advisor changed firm

  Aidan Richard Williams left Plante Moran Financial Advisors for Plante Moran Real Estate Investment Advisors (registered 2023-02-14)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:67ab6b34-33d3-3a1d-8997-8e0fbc840bca

First observed

Mar 10, 2020

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.