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Matthew Atanacio Trujillo

CENTER FOR FINANCIAL PLANNING INC·SOUTHFIELD, Michigan
SIE, Series 7, Series 66CFPClean record16 years registeredCENTER FOR FINANCIAL PLANNING INC
24800 DENSO DRIVE, SOUTHFIELD, MI 48033-7470CRD# 5690115Firm CRD# 109599

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Atanacio Trujillo · SOUTHFIELD, MI
Registration
CRD #5690115 · CENTER FOR FINANCIAL PLANNING INC · 16 years registered
Brand Profile
Not yet started
01

Career History

CENTER FOR FINANCIAL PLANNING INC
Feb 2017 – present
ON INVESTMENT MANAGEMENT CO
Dec 2011 – Sep 2012
FARMINGTON HILLS, MI
MML INVESTORS SERVICES, LLC
Jun 2010 – Nov 2011
FARMINGTON HILLS, MI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · June 23, 2010
Years registered · 16
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CENTER FOR FINANCIAL PLANNING INC
CRD 109599 · SEC 801-65076
AUM
$1.6B
Regulatory assets under management
Employees
13
3,992 client accounts
Services offered by CENTER FOR FINANCIAL PLANNING INC
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 CENTER FOR FINANCIAL PLANNING INC →
Introduction

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05

Frequently Asked Questions

What services does Matthew Atanacio Trujillo offer?
Matthew Atanacio Trujillo specializes in Financial Planning, Investment Management. Contact their office in SOUTHFIELD, Michigan for a consultation.
What are Matthew Atanacio Trujillo's credentials?
Matthew Atanacio Trujillo holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Matthew Atanacio Trujillo located?
Matthew Atanacio Trujillo is based in SOUTHFIELD, Michigan, working with CENTER FOR FINANCIAL PLANNING INC. Their office serves clients in the SOUTHFIELD metropolitan area and surrounding communities.
How does Matthew Atanacio Trujillo charge for services?
Matthew Atanacio Trujillo's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third party adviser/manager fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CENTER FOR FINANCIAL PLANNING INC?
CENTER FOR FINANCIAL PLANNING INC has approximately 13 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Sandra Dee Adams
SOUTHFIELD, MI
CFP
Daniel Hobbs Boyce
SOUTHFIELD, MI
Timothy Warren Wyman
SOUTHFIELD, MI
CFP

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