Nicole Gopoian, financial advisor Bloomfield Hills MI
96 score

Nicole Gopoian

CRD Number: 5394960
Current Firm: Planning Alternatives Ltd

Nicole Gopoian (CRD# 5394960) is an Investment Advisor Representative working at Planning Alternatives Ltd in Bloomfield Hills, MI and has over 9 years of experience in the finance industry. Nicole Gopoian has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Planning Alternatives Ltd. Bloomfield Hills, MI Jan 2015 - Current 2
Wealthcare Advisors Bloomfield Hills, MI Jan 2015 - Current 2
J.j.b. Hilliard W.l. Lyons, LLC Birmingham, MI Mar 2013 - Dec 2014 1
Cig Securities, Inc. Southfield, MI Apr 2012 - Mar 2013 < 1
Cig Corporation Southfield, MI Apr 2012 - Mar 2013 < 1
Cig Asset Management, Inc. Southfield, MI Apr 2012 - Mar 2013 < 1
Comerica Bank Detroit, MI Jun 2011 - Apr 2012 < 1
Ubs Financial Services Inc. Farmington Hills, MI Jul 2007 - Jun 2011 3
Unemployed Troy, MI May 2006 - Jul 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for Nicole S. Gopoian
Phone Number: 248-645-1520
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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