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Timothy Warren Wyman

CENTER FOR FINANCIAL PLANNING INC·SOUTHFIELD, Michigan
SIE, Series 6, Series 7, Series 24, Series 51, Series 63CFPClean record16 years registeredCENTER FOR FINANCIAL PLANNING INC
24800 DENSO DRIVE, SOUTHFIELD, MI 48033-7470CRD# 2202030Firm CRD# 109599

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Timothy Warren Wyman · SOUTHFIELD, MI
Registration
CRD #2202030 · CENTER FOR FINANCIAL PLANNING INC · 16 years registered
Brand Profile
Not yet started
01

Career History

CENTER FOR FINANCIAL PLANNING INC
Jul 2010 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 51
Series 63
Registration record
First registered · July 2, 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 →
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Frequently Asked Questions

What services does Timothy Warren Wyman offer?
Timothy Warren Wyman specializes in Financial Planning, Investment Management. Contact their office in SOUTHFIELD, Michigan for a consultation.
What are Timothy Warren Wyman's credentials?
Timothy Warren Wyman holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Timothy Warren Wyman located?
Timothy Warren Wyman 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 Timothy Warren Wyman charge for services?
Timothy Warren Wyman'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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Other Advisors at CENTER FOR FINANCIAL PLANNING INC

Lauren Elizabeth Adams
SOUTHFIELD, MI
CFP
Matthew Edward Chope
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CFP
Marilyn Millard Gunther
SOUTHFIELD, MI
Sandra Dee Adams
SOUTHFIELD, MI
CFP
Daniel Hobbs Boyce
SOUTHFIELD, MI
Angela Sue Palacios
SOUTHFIELD, MI
CFP

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