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).
-
Total Assets Under Management1,311MILLION
-
Total Number of Accounts3,719ACCOUNTS
-
Average Account Value$352,626
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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
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.
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.
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.
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.
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.