Unclaimed Profile

Nicholas George Defenthaler

CENTER FOR FINANCIAL PLANNING INC·SOUTHFIELD, Michigan

SIE, Series 7, Series 63, Series 65CFPClean record17 years registeredCENTER FOR FINANCIAL PLANNING INC

24800 DENSO DRIVE, SOUTHFIELD, MI 48033-7470CRD# 5301968Firm CRD# 109599

Profile Verification

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

Identity

Nicholas George Defenthaler · SOUTHFIELD, MI

Registration

CRD #5301968 · CENTER FOR FINANCIAL PLANNING INC · 17 years registered

Brand Profile

Not yet started

Career History

CENTER FOR FINANCIAL PLANNING INC

Feb 2017 – present

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Apr 2014 – Jun 2020

SOUTHFIELD, MI

CIG ASSET MANAGEMENT, INC.

Jul 2013 – Aug 2013

SOUTHFIELD, MI

MERCER GLOBAL ADVISORS INC.

May 2009 – Aug 2009

NOVI, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · May 11, 2009

Years registered · 17

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

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Frequently Asked Questions

What services does Nicholas George Defenthaler offer?

Nicholas George Defenthaler specializes in Financial Planning, Investment Management. Contact their office in SOUTHFIELD, Michigan for a consultation.

What are Nicholas George Defenthaler's credentials?

Nicholas George Defenthaler holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Nicholas George Defenthaler located?

Nicholas George Defenthaler 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 Nicholas George Defenthaler charge for services?

Nicholas George Defenthaler'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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