AdvisorOS Directory
Claim Profile
Unclaimed Profile
AC

Aaron Andrew Cary

CYGNET FINANCIAL PLANNING INC.·WATERFORD, Michigan
SIE, Series 6, Series 63, Series 65Clean record13 years registeredCYGNET FINANCIAL PLANNING INC.
6515 HIGHLAND RD, WATERFORD, MI 48327-1668CRD# 6087502Firm CRD# 123430

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Aaron Andrew Cary · WATERFORD, MI
Registration
CRD #6087502 · CYGNET FINANCIAL PLANNING INC. · 13 years registered
Brand Profile
Not yet started
01

Career History

FINANCIAL FREEDOM HOUSE
Jan 2013 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
Series 65
Registration record
First registered · January 2, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CYGNET FINANCIAL PLANNING INC.
CRD 123430 · SEC 801-113800
AUM
$174M
Regulatory assets under management
Employees
9
981 client accounts
Services offered by CYGNET FINANCIAL PLANNING INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at CYGNET FINANCIAL PLANNING INC. →
Introduction

Speak with Aaron

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

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

Looking for a financial advisor in WATERFORD?

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

Browse WATERFORD AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Aaron Andrew Cary offer?
Aaron Andrew Cary specializes in Financial Planning, Investment Management. Contact their office in WATERFORD, Michigan for a consultation.
What are Aaron Andrew Cary's credentials?
Aaron Andrew Cary is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Aaron Andrew Cary located?
Aaron Andrew Cary is based in WATERFORD, Michigan, working with CYGNET FINANCIAL PLANNING INC.. Their office serves clients in the WATERFORD metropolitan area and surrounding communities.
How does Aaron Andrew Cary charge for services?
Aaron Andrew Cary'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 CYGNET FINANCIAL PLANNING INC.?
CYGNET FINANCIAL PLANNING INC. has approximately 9 employees and manages $174M 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 →

Other Advisors at CYGNET FINANCIAL PLANNING INC.

Brian Stephen Lakkides
WATERFORD, MI
Theodore Nmn Lakkides
WATERFORD, MI
CFP

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Michigan
GRAND RAPIDS (112)BLOOMFIELD HILLS (94)SOUTHFIELD (89)TROY (70)ANN ARBOR (56)BIRMINGHAM (35)TRAVERSE CITY (32)HOLLAND (30)PORTAGE (30)LIVONIA (28)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideTROY GuideANN ARBOR Guide
Research
Advisor Fees in MichiganNational Fee Analysis
Request removal of this profile