Unclaimed Profile

Edwin Baker Shaw

PLANNING ALTERNATIVES LTD·BLOOMFIELD HILLS, Michigan

Series 1Clean record16 years registeredPLANNING ALTERNATIVES LTD

36800 WOODWARD AVE., BLOOMFIELD HILLS, MI 48304-0936CRD# 420502Firm CRD# 110268

Profile Verification

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

Identity

Edwin Baker Shaw · BLOOMFIELD HILLS, MI

Registration

CRD #420502 · PLANNING ALTERNATIVES LTD · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PLANNING ALTERNATIVES LTD

PLANNING ALTERNATIVES LTD

Apr 2010 – Oct 2023

BIRMINGHAM, MI

Registrations & Exams

FINRA examinations passed

Series 1

Registration record

First registered · April 21, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PLANNING ALTERNATIVES LTD

CRD 110268 · SEC 801-18310

AUM

$1.2B

Regulatory assets under management

Employees

667 client accounts

Services offered by PLANNING ALTERNATIVES LTD

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PLANNING ALTERNATIVES LTD →

Introduction

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Frequently Asked Questions

What services does Edwin Baker Shaw offer?

Edwin Baker Shaw specializes in Financial Planning, Investment Management.

What are Edwin Baker Shaw's credentials?

Edwin Baker Shaw is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Edwin Baker Shaw located?

Edwin Baker Shaw is based in BLOOMFIELD HILLS, Michigan, last registered with PLANNING ALTERNATIVES LTD.

How does Edwin Baker Shaw charge for services?

Edwin Baker Shaw's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PLANNING ALTERNATIVES LTD?

PLANNING ALTERNATIVES LTD has approximately 21 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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