Center For Financial Planning Inc.

Center For Financial Planning Inc. (CRD# 109599) is a financial advisory firm headquartered in Southfield, MI. They manage $1,311,417,733 in 3,719 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,311
    MILLION
  • Total Number of Accounts
    3,719
    ACCOUNTS
  • Average Account Value
    $352,626
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
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 11 - 15 of 15 top financial advisors.
11
Timothy W. Wyman
CRD#: 2202030
24800 Denso Drive, Suite 300, Southfield, MI 48033

Timothy Wyman (CRD# 2202030) is an Investment Advisor Representative working at Center For Financial Planning Inc. in Southfield, MI and has over 32 years of experience in the finance industry.

12
Kelsey L. Arvai
CRD#: 7203348
24800 Denso Drive, Suite 300, Souhfield, MI 48033

Kelsey Arvai (CRD# 7203348) is an Investment Advisor Representative working at Center For Financial Planning Inc. in Souhfield, MI and has 1 year of experience in the finance industry.

13
Joshua A. Bitel
CRD#: 6450227
24800 Denso Drive, Suite 300, Southfield, MI 48033

Joshua Bitel (CRD# 6450227) 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.

14
Nicholas P. Boguth
CRD#: 6325691
24800 Denso Drive, Suite 300, Southfield, MI 48033

Nicholas Boguth (CRD# 6325691) 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.

15
Andrew J. O'laughlin
CRD#: 6257554
24800 Denso Drive, Suite 300, Southfield, MI 48033

Andrew O'laughlin (CRD# 6257554) 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.

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