AdvisorOS Directory
Claim Profile
MG

Mark Edward Garbacik

OLD OAK FINANCIAL PLANNING, INC.·BRIGHTON, Michigan
Unclaimed Profile
7077 FIELDCREST DR., BRIGHTON, MI 48116CRD# 1522425Firm CRD# 122500
01

About

Mark Edward Garbacik is a registered financial advisor based in BRIGHTON, Michigan, affiliated with OLD OAK FINANCIAL PLANNING, INC.. 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
OLD OAK FINANCIAL PLANNING, INC.
OLD OAK FINANCIAL PLANNING, INC.
AUM
$135M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at OLD OAK FINANCIAL PLANNING, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1522425
Firm CRD# 122500
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BRIGHTON?

Browse all registered financial advisors in BRIGHTON, Michigan or claim this profile if it's yours.

Browse BRIGHTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Mark Edward Garbacik offer?
Mark Edward Garbacik specializes in Financial Planning, Investment Management. Contact their office in BRIGHTON, Michigan for a consultation.
What are Mark Edward Garbacik's credentials?
Mark Edward Garbacik is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Edward Garbacik located?
Mark Edward Garbacik is based in BRIGHTON, Michigan, working with OLD OAK FINANCIAL PLANNING, INC.. Their office serves clients in the BRIGHTON metropolitan area and surrounding communities.
How does Mark Edward Garbacik charge for services?
Mark Edward Garbacik'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 OLD OAK FINANCIAL PLANNING, INC.?
OLD OAK FINANCIAL PLANNING, INC. has approximately 2 employees and manages $135M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BRIGHTON
Michael Robert Chechel — EXECUTIVE WEALTH MANAGEMENT, LLCAdam R Kulesza — EXECUTIVE WEALTH MANAGEMENT, LLCEric Velibor Perich — 401(K) GPS, LLCGregory Joseph Barber — EXECUTIVE WEALTH MANAGEMENT, LLCAlbert Pingree Herzog — EXECUTIVE WEALTH MANAGEMENT, LLC
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile