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Michael Truman Kaplan

MORMAN, KAPLAN, BRILLIANT AND FRANSKO, LLC·ANN ARBOR, Michigan
Unclaimed Profile
777 E. EISENHOWER PKWY, ANN ARBOR, MI 48108CRD# 3111747Firm CRD# 284251
01

About

Michael Truman Kaplan is a registered financial advisor based in ANN ARBOR, Michigan, affiliated with MORMAN, KAPLAN, BRILLIANT AND FRANSKO, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MORMAN, KAPLAN, BRILLIANT AND FRANSKO, LLC
FOUR FINANCIAL MANAGEMENT
AUM
$120M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at MORMAN, KAPLAN, BRILLIANT AND FRANSKO, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REFERRAL COMPENSATION
Regulatory
SEC/IARD CRD# 3111747
Firm CRD# 284251
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Research
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