Richard Foytek, financial advisor South Lyon MI
96 score

Richard Foytek

CRD Number: 5304897
Current Firm: Creative Planning

Richard Foytek (CRD# 5304897) is an Investment Advisor Representative working at Creative Planning in South Lyon, MI and has over 8 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Creative Planning South Lyon, MI Mar 2013 - Current 3
Bloom Asset Management, Inc. Farmington Hills, MI Aug 2008 - Mar 2013 4
Plante Moran Financial Advisors Southfield, MI Mar 2008 - Jun 2008 < 1
Raymond James Financial Services Southfield, MI Dec 2007 - Mar 2008 < 1
Raymond James Financial Advisor Southfield, MI Mar 2007 - Mar 2008 1
Northern Trust Grand Rapids, MI May 2004 - Mar 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for Richard D. Foytek
Phone Number: 913-338-2727
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    18,577
    MILLIONS
  • Total Number of Accounts
    53,389
    ACCOUNTS
  • Average Account Value
    $347,963
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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