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Mark Edward Garbacik

OLD OAK FINANCIAL PLANNING, INC.·BRIGHTON, Michigan
Series 6, Series 7, Series 24, Series 63Clean record16 years registeredOLD OAK FINANCIAL PLANNING, INC.
7077 FIELDCREST DR., BRIGHTON, MI 48116CRD# 1522425Firm CRD# 122500

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Edward Garbacik · BRIGHTON, MI
Registration
CRD #1522425 · OLD OAK FINANCIAL PLANNING, INC. · 16 years registered
Brand Profile
Not yet started
01

Career History

OLD OAK FINANCIAL PLANNING, INC.
Dec 2009 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 24
Series 63
Registration record
First registered · December 3, 2009
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
OLD OAK FINANCIAL PLANNING, INC.
CRD 122500 · SEC 801-117480
AUM
$135M
Regulatory assets under management
Employees
2
617 client accounts
Services offered by OLD OAK FINANCIAL PLANNING, INC.
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 OLD OAK FINANCIAL PLANNING, INC. →
Introduction

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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.
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Other Advisors at OLD OAK FINANCIAL PLANNING, INC.

Christopher Michael Rawsky
BRIGHTON, MI
Stacy Ray Starr
BRIGHTON, MI
Terry Lee Rawsky
BRIGHTON, MI

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