Center For Financial Planning Inc.

Center For Financial Planning Inc. (CRD# 109599) is a financial advisory firm headquartered in Southfield, MI. They manage $971,854,094 in 3,076 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    972
    MILLION
  • Total Number of Accounts
    3,076
    ACCOUNTS
  • Average Account Value
    $315,947
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, NM, NY, OH, OR, PA, SC, TX, VA

Financial Advisors at Center For Financial Planning Inc.
Showing 1 - 10 of 16 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 2 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 17 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
Daniel H. Boyce
CRD#: 733571
40 Oak Hollow Street, Suite 125, Southfield, MI 48033

Daniel Boyce (CRD# 733571) is an Investment Advisor Representative working at Center For Financial Planning Inc. in Southfield, MI and has over 39 years of experience in the finance industry. Daniel Boyce 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 29 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 11 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
Marilyn M. Gunther
CRD#: 1181724
40 Oak Hollow Street, Suite 125, Southfield, MI 48033

Marilyn Gunther (CRD# 1181724) is an Investment Advisor Representative working at Center For Financial Planning Inc. in Southfield, MI and has over 37 years of experience in the finance industry. Marilyn Gunther 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
Peggy L. Hall-Davenport
CRD#: 706843
24800 Denso Drive, Suite 300, Southfield, MI 48033

Peggy Hall-Davenport (CRD# 706843) is an Investment Advisor Representative working at Center For Financial Planning Inc. in Southfield, MI and has over 40 years of experience in the finance industry. Peggy Hall-Davenport 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.

8
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 6 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.

9
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 17 years of experience in the finance industry.

10
Melissa Joy
CRD#: 3233879
Southfield, MI 48033
Melissa Joy (CRD# 3233879) 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.
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