Unclaimed Profile

Michael Shane Brocavich

CENTER FOR FINANCIAL PLANNING INC·SOUTHFIELD, Michigan

SIE, Series 6, Series 7, Series 63, Series 66CFPClean record13 years registeredCENTER FOR FINANCIAL PLANNING INC

24800 DENSO DRIVE, SOUTHFIELD, MI 48033-7470CRD# 5375290Firm CRD# 109599

Profile Verification

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

Identity

Michael Shane Brocavich · SOUTHFIELD, MI

Registration

CRD #5375290 · CENTER FOR FINANCIAL PLANNING INC · 13 years registered

Brand Profile

Not yet started

Career History

CENTER FOR FINANCIAL PLANNING INC

Jun 2021 – present

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

May 2017 – May 2023

Southfield, MI

EDWARD JONES

Oct 2012 – May 2017

NORTHVILLE, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · October 24, 2012

Years registered · 13

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CENTER FOR FINANCIAL PLANNING INC

CRD 109599 · SEC 801-65076

AUM

$1.6B

Regulatory assets under management

Employees

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

Speak with Michael

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Michael is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SOUTHFIELD?

Browse all registered financial advisors in SOUTHFIELD, Michigan or claim this profile if it's yours.

Browse SOUTHFIELD Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Michael Shane Brocavich offer?

Michael Shane Brocavich specializes in Financial Planning, Investment Management. Contact their office in SOUTHFIELD, Michigan for a consultation.

What are Michael Shane Brocavich's credentials?

Michael Shane Brocavich holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael Shane Brocavich located?

Michael Shane Brocavich 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 Michael Shane Brocavich charge for services?

Michael Shane Brocavich'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →