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Catherine S. Gearig

LIFEPLAN FINANCIAL ADVISORY GROUP, LLC·ROCHESTER HILLS, Michigan
Clean recordLIFEPLAN FINANCIAL ADVISORY GROUP, LLC
1055 SOUTH BOULEVARD E., ROCHESTER HILLS, MI 48307CRD# 4711521Firm CRD# 131396

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Catherine S. Gearig · ROCHESTER HILLS, MI
Registration
CRD #4711521 · LIFEPLAN FINANCIAL ADVISORY GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Catherine S. Gearig is a registered financial advisor based in ROCHESTER HILLS, Michigan, affiliated with LIFEPLAN FINANCIAL ADVISORY GROUP, LLC. 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
Introduction

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03

Firm Overview

Firm
LIFEPLAN FINANCIAL ADVISORY GROUP, LLC
LIFE PLAN FINANCIAL ADVISORY GROUP, LLC
AUM
$157M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at LIFEPLAN FINANCIAL ADVISORY GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4711521
Firm CRD# 131396
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Catherine S. Gearig offer?
Catherine S. Gearig specializes in Financial Planning, Investment Management. Contact their office in ROCHESTER HILLS, Michigan for a consultation.
What are Catherine S. Gearig's credentials?
Catherine S. Gearig is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Catherine S. Gearig located?
Catherine S. Gearig is based in ROCHESTER HILLS, Michigan, working with LIFEPLAN FINANCIAL ADVISORY GROUP, LLC. Their office serves clients in the ROCHESTER HILLS metropolitan area and surrounding communities.
How does Catherine S. Gearig charge for services?
Catherine S. Gearig'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 LIFEPLAN FINANCIAL ADVISORY GROUP, LLC?
LIFEPLAN FINANCIAL ADVISORY GROUP, LLC has approximately 3 employees and manages $157M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LIFEPLAN FINANCIAL ADVISORY GROUP, LLC

Keith Allen Barr
ROCHESTER HILLS, MI

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Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)TROY (97)BIRMINGHAM (97)LANSING (90)DETROIT (77)TRAVERSE CITY (39)LIVONIA (37)
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Research
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