Center For Financial Planning Inc.

Center For Financial Planning Inc. (CRD# 109599) is a financial advisory firm headquartered in Southfield, MI. They manage $1,443,669,806 in 3,414 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,444
    MILLION
  • Total Number of Accounts
    3,414
    ACCOUNTS
  • Average Account Value
    $422,868
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
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.

AZ, CA, CO, CT, FL, GA, IL, IN, KY, MA, MI, MN, MO, NC, NE, NH, NM, NY, OH, OR, PA, SC, TX, VA, WA

Financial Advisors at Center For Financial Planning Inc.
Showing 1 - 10 of 12 top financial advisors.
1
Lauren E. Adams
CRD#: 6679672
24800 Denso Drive, Suite 300, Southfield, MI 48033

Lauren Adams (CRD# 6679672) is an Investment Advisor Representative working at Center For Financial Planning Inc. in Southfield, MI and has over 4 years of experience in the finance industry. Lauren Adams 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.

2
Sandra D. Adams
CRD#: 2962229
40 Oak Hollow Street, Suite 125, Southfield, MI 48033

Sandra Adams (CRD# 2962229) is an Investment Advisor Representative working at Center For Financial Planning Inc. in Southfield, MI and has over 19 years of experience in the finance industry. Sandra Adams 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
Michael S. Brocavich
CRD#: 5375290
24800 Denso Drive, Suite 300, Southfield, MI 48033

Michael Brocavich (CRD# 5375290) is an Investment Advisor Representative working at Center For Financial Planning Inc. in Southfield, MI and has over 14 years of experience in the finance industry. Michael Brocavich 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
Matthew E. Chope
CRD#: 2147731
24800 Denso Dr., Suite 300, Southfield, MI 48033

Matthew Chope (CRD# 2147731) is an Investment Advisor Representative working at Center For Financial Planning Inc. in Southfield, MI and has over 31 years of experience in the finance industry. Matthew Chope 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.

5
Nicholas G. Defenthaler
CRD#: 5301968
24800 Denso Drive, Suite 300, Southfield, MI 48033

Nicholas Defenthaler (CRD# 5301968) is an Investment Advisor Representative working at Center For Financial Planning Inc. in Southfield, MI and has over 13 years of experience in the finance industry. Nicholas Defenthaler 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.

6
Kali E. Hassinger
CRD#: 6175218
24800 Denso Drive, Suite 300, Southfield, MI 48033

Kali Hassinger (CRD# 6175218) is an Investment Advisor Representative working at Center For Financial Planning Inc. in Southfield, MI and has over 8 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.

7
Robert L. Ingram
CRD#: 4622208
24800 Denso Drive, Suite 300, Southfield, MI 48033

Robert Ingram (CRD# 4622208) is an Investment Advisor Representative working at Center For Financial Planning Inc. in Southfield, MI and has over 19 years of experience in the finance industry.

8
Angela S. Palacios
CRD#: 3108020
40 Oak Hollow Street, Suite 125, Southfield, MI 48033

Angela Palacios (CRD# 3108020) is an Investment Advisor Representative working at Center For Financial Planning Inc. in Southfield, MI and has over 22 years of experience in the finance industry. Angela Palacios 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.

9
Amanda C. Toia
CRD#: 4303226
24800 Denso Drive, Suite 300, Southfield, MI 48033

Amanda Toia (CRD# 4303226) is an Investment Advisor Representative working at Center For Financial Planning Inc. in Southfield, MI and has over 21 years of experience in the finance industry.

10
Matthew A. Trujillo
CRD#: 5690115
24800 Denso Drive, Suite 300, Southfield, MI 48033

Matthew Trujillo (CRD# 5690115) is an Investment Advisor Representative working at Center For Financial Planning Inc. in Southfield, MI and has over 12 years of experience in the finance industry. Matthew Trujillo 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.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.