Kali Hassinger, financial advisor Southfield MI

Kali Hassinger

CRD Number: 6175218
Current Firm: Center For Financial Planning Inc.

Kali Hassinger (CRD# 6175218) is an Investment Advisor Representative working at Center For Financial Planning Inc. in Southfield, MI and has over 7 years of experience in the finance industry. Kali Hassinger 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
Center For Financial Planning Southfield, MI Aug 2019 - Current 2
Lloyd's/international Specialty Insurance Southfield, MI Sep 2018 - Current 3
Raymond James Financial Services, Inc. Southfield, MI Dec 2013 - Current 8
Raymond James Financial Services, Inc. Southfield, MI Jul 2013 - Dec 2013 < 1
Ubs Farmington Hills, MI Apr 2013 - Jul 2013 < 1
Unemployed Conshohocken, PA Apr 2012 - Apr 2013 1
Coventry Group, LLC Fort Washington, PA Oct 2006 - Mar 2012 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2014
Contact Info for Kali E. Hassinger
Phone Number: (248)948-7900
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)
  • Other
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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