# EDGAR Filing Document

**Accession Number:** 0001235002
**File Stem:** 0001235002-25-000005
**Filing Date:** 2025-9
**Character Count:** 2427
**Document Hash:** 445e561214dc63835391a3f165e1e5a0
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001235002-25-000005.hdr.sgml**: 20250915

**ACCESSION NUMBER**: 0001235002-25-000005

**CONFORMED SUBMISSION TYPE**: X-17A-5

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250915

**DATE AS OF CHANGE**: 20250915

**EFFECTIVENESS DATE**: 20250915

**PERIOD START**: 20240701

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** PLANTE MORAN INSURANCE AGENCY SERVICES, LLC
- **CENTRAL INDEX KEY:** 0001235002

**ORGANIZATION NAME:**
- **EIN:** 061672394
- **STATE OF INCORPORATION:** MI
- **FISCAL YEAR END:** 0630

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-65976
- **FILM NUMBER:** 251315423

**BUSINESS ADDRESS:**
- **STREET 1:** 3000 TOWN CENTER
- **STREET 2:** SUITE 100
- **CITY:** SOUTHFIELD
- **STATE:** MI
- **ZIP:** 48075
- **BUSINESS PHONE:** 312-980-3346

**MAIL ADDRESS:**
- **STREET 1:** PO BOX 307
- **CITY:** SOUTHFIELD
- **STATE:** MI
- **ZIP:** 48037-0307

### Attached PDF Documents

**Attachment 1:** `pmia_condensed-063025.pdf`

_No text found in this document._

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM X-17A-5

### ANNUAL AUDITED REPORT

### Filer Information

**Filer CIK:** 0001235002

**Filer CCC:** XXXXXXXX

**Is this a LIVE or TEST filing?:** LIVE

**Would you like a Return Copy?:** Yes

### Submission Information

**Report Period Begin Date:** 07-01-2024

**Report Period End Date:** 06-30-2025

**Type of Registrant:** Broker-dealer

**Any material weaknesses identified?:** No

### Registrant Identification

**Name of Broker-Dealer:** PLANTE MORAN INSURANCE AGENCY SERVICES, LLC

**Business Address:** 3000 TOWN CENTER, SUITE 100, SOUTHFIELD, MI, 48075

**Contact Person:** Pamela Barber

**Contact Phone:** 2486035364

### Independent Public Accountant Identification

**Accountant Name:** Cohen & Company, Ltd.

**Accountant Address:** 1835 Market St., Suite 310, Philadelphia, PA, 19103

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **Steven Gibson**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **PLANTE MORAN INSURANCE AGENCY SERVICES, LLC**, as of **06-30-2025**, are true and correct.

**Signature:** Steven Gibson

**Title:** President

**Notarized:** Yes