CYGNET FINANCIAL PLANNING INC.

FINANCIAL FREEDOM HOUSE
WATERFORD, Michigan·3 registered advisors·CRD# 123430
SEC# 801-1138002248-673-2900
01

Firm Overview

AUM
$174M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CYGNET FINANCIAL PLANNING INC.

3 registered advisors
Aaron Andrew Cary
WATERFORD, Michigan
Brian Stephen Lakkides
WATERFORD, Michigan
Theodore Nmn Lakkides
WATERFORD, Michigan
05

Office Locations

WATERFORD, Michigan
3 advisors

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Data sourced from SEC Form ADV filings. CYGNET FINANCIAL PLANNING INC. (CRD# 123430) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.