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OLD OAK FINANCIAL PLANNING, INC.
OLD OAK FINANCIAL PLANNING, INC.
BRIGHTON, Michigan
·
5 registered advisors
·
CRD# 122500
SEC# 801-117480
0
810-220-4400
01
Firm Overview
AUM
$135M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at OLD OAK FINANCIAL PLANNING, INC.
5 registered advisors
Christopher Michael Rawsky
BRIGHTON, Michigan
CRD# 7298169
Elaine Marie Rawsky
BRIGHTON, Michigan
CRD# 4603763
Mark Edward Garbacik
BRIGHTON, Michigan
CRD# 1522425
Stacy Ray Starr
BRIGHTON, Michigan
CRD# 7613829
Terry Lee Rawsky
BRIGHTON, Michigan
CRD# 2323003
05
Office Locations
BRIGHTON, Michigan
5 advisors
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Data sourced from SEC Form ADV filings. OLD OAK FINANCIAL PLANNING, INC. (CRD# 122500) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.