Unclaimed Profile

Terry Lee Rawsky

OLD OAK FINANCIAL PLANNING, INC.·BRIGHTON, Michigan

Series 6, Series 7, Series 63Clean record30 years registeredOLD OAK FINANCIAL PLANNING, INC.

7077 FIELDCREST DR., BRIGHTON, MI 48116CRD# 2323003Firm CRD# 122500

Profile Verification

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

Identity

Terry Lee Rawsky · BRIGHTON, MI

Registration

CRD #2323003 · OLD OAK FINANCIAL PLANNING, INC. · 30 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: OLD OAK FINANCIAL PLANNING, INC.

OLD OAK FINANCIAL PLANNING, INC.

Dec 2013 – Mar 2022

BRIGHTON, MI

OLD OAK FINANCIAL PLANNING, INC.

Mar 1996 – Jul 2012

BRIGHTON, MI

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Registration record

First registered · March 25, 1996

Years registered · 30

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 Terry Lee Rawsky offer?

Terry Lee Rawsky specializes in Financial Planning, Investment Management.

What are Terry Lee Rawsky's credentials?

Terry Lee Rawsky is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Terry Lee Rawsky located?

Terry Lee Rawsky is based in BRIGHTON, Michigan, last registered with OLD OAK FINANCIAL PLANNING, INC..

How does Terry Lee Rawsky charge for services?

Terry Lee Rawsky'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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