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 1 - 10 of 15 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 6 years of experience in the finance industry.

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 21 years of experience in the finance industry.

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 16 years of experience in the finance industry.

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 32 years of experience in the finance industry.

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 14 years of experience in the finance industry.

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 9 years of experience in the finance industry.

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 20 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 24 years of experience in the finance industry.

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 22 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 14 years of experience in the finance industry.

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