CENTER FOR FINANCIAL PLANNING INC

SOUTHFIELD, Michigan·12 registered advisors·CRD# 109599
SEC# 801-650761(248)948-7900
01

Firm Overview

AUM
$1.6B
Regulatory assets under management
Employees
13
Total firm employees
Advisors
12
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: THIRD PARTY ADVISER/MANAGER FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CENTER FOR FINANCIAL PLANNING INC

12 registered advisors
Angela Sue Palacios
SOUTHFIELD, Michigan
Daniel Hobbs Boyce
SOUTHFIELD, Michigan
Lauren Elizabeth Adams
SOUTHFIELD, Michigan
Laurie Diane Renchik
SOUTHFIELD, Michigan
Marilyn Millard Gunther
SOUTHFIELD, Michigan
Matthew Atanacio Trujillo
SOUTHFIELD, Michigan
Matthew Edward Chope
SOUTHFIELD, Michigan
Melissa W Joy
SOUTHFIELD, Michigan
Michael Shane Brocavich
SOUTHFIELD, Michigan
Nicholas George Defenthaler
SOUTHFIELD, Michigan
Sandra Dee Adams
SOUTHFIELD, Michigan
Timothy Warren Wyman
SOUTHFIELD, Michigan
05

Office Locations

SOUTHFIELD, Michigan
12 advisors

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Data sourced from SEC Form ADV filings. CENTER FOR FINANCIAL PLANNING INC (CRD# 109599) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.