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Brian Stephen Lakkides

CYGNET FINANCIAL PLANNING INC.·WATERFORD, Michigan
SIE, Series 6, Series 7, Series 24, Series 63, Series 65Clean record15 years registeredCYGNET 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. · 15 years registered
Brand Profile
Not yet started
01

Career History

FINANCIAL FREEDOM HOUSE
Dec 2010 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · December 21, 2010
Years registered · 15
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

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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
CFP

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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