Unclaimed Profile

Michael Truman Kaplan

MORMAN, KAPLAN, BRILLIANT AND FRANSKO, LLC·ANN ARBOR, Michigan

SIE, Series 4, Series 7, Series 52, Series 63, Series 65Clean record16 years registeredMORMAN, KAPLAN, BRILLIANT AND FRANSKO, LLC

777 E. EISENHOWER PKWY, ANN ARBOR, MI 48108CRD# 3111747Firm CRD# 284251

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Truman Kaplan · ANN ARBOR, MI

Registration

CRD #3111747 · MORMAN, KAPLAN, BRILLIANT AND FRANSKO, LLC · 16 years registered

Brand Profile

Not yet started

Career History

FOUR FINANCIAL MANAGEMENT

Oct 2016 – present

PROVIZR

Oct 2016 – present

LPL FINANCIAL LLC

Apr 2010 – Feb 2017

ANN ARBOR, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 52

Series 63

Series 65

Registration record

First registered · April 23, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MORMAN, KAPLAN, BRILLIANT AND FRANSKO, LLC

CRD 284251 · SEC 801-129305

AUM

$120M

Regulatory assets under management

Employees

566 client accounts

Services offered by MORMAN, KAPLAN, BRILLIANT AND FRANSKO, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MORMAN, KAPLAN, BRILLIANT AND FRANSKO, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Truman Kaplan offer?

Michael Truman Kaplan specializes in Financial Planning, Investment Management. Contact their office in ANN ARBOR, Michigan for a consultation.

What are Michael Truman Kaplan's credentials?

Michael Truman Kaplan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Truman Kaplan located?

Michael Truman Kaplan is based in ANN ARBOR, Michigan, working with MORMAN, KAPLAN, BRILLIANT AND FRANSKO, LLC. Their office serves clients in the ANN ARBOR metropolitan area and surrounding communities.

How does Michael Truman Kaplan charge for services?

Michael Truman Kaplan's firm is compensated through percentage of aum, hourly charges, subscription fees, other: referral compensation. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MORMAN, KAPLAN, BRILLIANT AND FRANSKO, LLC?

MORMAN, KAPLAN, BRILLIANT AND FRANSKO, LLC has approximately 6 employees and manages $120M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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