Advanced Financial Planning, Inc.

Advanced Financial Planning, Inc. (CRD# 116896) is a financial advisory firm headquartered in Livonia, MI. They manage $38,000,000 in 521 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    521
    ACCOUNTS
  • Average Account Value
    $72,937
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI, WI

Financial Advisors at Advanced Financial Planning, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Gary J. Zarb
CRD#: 4479322
17294 Farmington Rd., Livonia, MI 48152
93
Wealthminder
score

Gary Zarb (CRD# 4479322) is an Investment Advisor Representative working at Advanced Financial Planning, Inc. in Livonia, MI and has over 15 years of experience in the finance industry.

2
John W. Ellison
CRD#: 1517002
17294 Farmington Rd., Livonia, MI 48152
86
Wealthminder
score

John Ellison (CRD# 1517002) is an Investment Advisor Representative working at Advanced Financial Planning, Inc. in Livonia, MI and has over 30 years of experience in the finance industry. John Ellison 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.

3
Daniel Cadez
CRD#: 3001507
17294 Farmington Rd., Livonia, MI 48152
74
Wealthminder
score

Daniel Cadez (CRD# 3001507) is an Investment Advisor Representative working at Advanced Financial Planning, Inc. in Livonia, MI and has over 19 years of experience in the finance industry. Daniel Cadez 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.

4
Scott G. Wolter
CRD#: 2101241
17294 Farmington Rd., Livonia, MI 48152
58
Wealthminder
score

Scott Wolter (CRD# 2101241) is an Investment Advisor Representative working at Advanced Financial Planning, Inc. in Livonia, MI and has over 26 years of experience in the finance industry.

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