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Theodore Nmn Lakkides

CYGNET FINANCIAL PLANNING INC.·WATERFORD, Michigan
CYGNET FINANCIAL PLANNING INC.
6515 HIGHLAND RD, WATERFORD, MI 48327-1668CRD# 733796Firm CRD# 123430

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Theodore Nmn Lakkides · WATERFORD, MI
Registration
CRD #733796 · CYGNET FINANCIAL PLANNING INC.
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Theodore Nmn 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# 733796
Firm CRD# 123430
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

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