Unclaimed Profile

Stacy Ray Starr

OLD OAK FINANCIAL PLANNING, INC.·BRIGHTON, Michigan

Series 65Clean record4 years registeredOLD OAK FINANCIAL PLANNING, INC.

7077 FIELDCREST DR., BRIGHTON, MI 48116CRD# 7613829Firm CRD# 122500

Profile Verification

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

Identity

Stacy Ray Starr · BRIGHTON, MI

Registration

CRD #7613829 · OLD OAK FINANCIAL PLANNING, INC. · 4 years registered

Brand Profile

Not yet started

Career History

OLD OAK FINANCIAL PLANNING, INC.

Aug 2022 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 11, 2022

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OLD OAK FINANCIAL PLANNING, INC.

CRD 122500 · SEC 801-117480

AUM

$135M

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Stacy Ray Starr offer?

Stacy Ray Starr specializes in Financial Planning, Investment Management. Contact their office in BRIGHTON, Michigan for a consultation.

What are Stacy Ray Starr's credentials?

Stacy Ray Starr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stacy Ray Starr located?

Stacy Ray Starr 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 Stacy Ray Starr charge for services?

Stacy Ray Starr'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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