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Catherine S. Gearig

LIFEPLAN FINANCIAL ADVISORY GROUP, LLC·ROCHESTER HILLS, Michigan
Series 7, Series 63Clean record16 years registeredLIFEPLAN 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 · 16 years registered
Brand Profile
Not yet started
01

Career History

FOCUS PARTNERS WEALTH, LLC
Jul 2024 – present
BUCKINGHAM STRATEGIC WEALTH, LLC
Dec 2023 – Nov 2024
ROCHESTER HILLS, MI
LIFE PLAN FINANCIAL ADVISORY GROUP, LLC
Apr 2010 – Dec 2023
ROCHESTER HILLS, MI
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · April 6, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LIFEPLAN FINANCIAL ADVISORY GROUP, LLC
CRD 131396 · SEC 801-113343
AUM
$157M
Regulatory assets under management
Employees
3
649 client accounts
Services offered by LIFEPLAN FINANCIAL ADVISORY GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LIFEPLAN FINANCIAL ADVISORY GROUP, LLC →
Introduction

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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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