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Brian Stephen Lakkides

CYGNET FINANCIAL PLANNING INC.·WATERFORD, Michigan
CYGNET FINANCIAL PLANNING INC.
6515 HIGHLAND RD, WATERFORD, MI 48327-1668CRD# 2881927Firm CRD# 123430

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Stephen Lakkides · WATERFORD, MI
Registration
CRD #2881927 · CYGNET FINANCIAL PLANNING INC.
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Brian Stephen Lakkides is a registered financial advisor based in WATERFORD, Michigan, affiliated with CYGNET FINANCIAL PLANNING INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
CYGNET FINANCIAL PLANNING INC.
FINANCIAL FREEDOM HOUSE
AUM
$174M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at CYGNET FINANCIAL PLANNING INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2881927
Firm CRD# 123430
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian Stephen Lakkides offer?
Brian Stephen Lakkides specializes in Financial Planning, Investment Management. Contact their office in WATERFORD, Michigan for a consultation.
What are Brian Stephen Lakkides's credentials?
Brian Stephen Lakkides is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Stephen Lakkides located?
Brian Stephen Lakkides 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 Brian Stephen Lakkides charge for services?
Brian Stephen Lakkides'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.
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Other Advisors at CYGNET FINANCIAL PLANNING INC.

Aaron Andrew Cary
WATERFORD, MI
Theodore Nmn Lakkides
WATERFORD, MI

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)TROY (97)BIRMINGHAM (97)LANSING (90)DETROIT (77)TRAVERSE CITY (39)LIVONIA (37)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideTROY Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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