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Terry Lee Rawsky

OLD OAK FINANCIAL PLANNING, INC.·BRIGHTON, Michigan
Unclaimed Profile
7077 FIELDCREST DR., BRIGHTON, MI 48116CRD# 2323003Firm CRD# 122500
01

About

Terry Lee Rawsky 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# 2323003
Firm CRD# 122500
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Terry Lee Rawsky offer?
Terry Lee Rawsky specializes in Financial Planning, Investment Management. Contact their office in BRIGHTON, Michigan for a consultation.
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, working with OLD OAK FINANCIAL PLANNING, INC.. Their office serves clients in the BRIGHTON metropolitan area and surrounding communities.
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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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
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