Center For Wealth Planning Advisors, Inc.

Center For Wealth Planning Advisors, Inc. (CRD# 173312) is a financial advisory firm headquartered in Troy, MI. They manage $108,647,401 in 716 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    109
    MILLION
  • Total Number of Accounts
    716
    ACCOUNTS
  • Average Account Value
    $151,742
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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.

FL, IN, LA, MI, OH, TX

Financial Advisors at Center For Wealth Planning Advisors, Inc.
Showing 1 - 10 of 10 top financial advisors.
1
Jason T. Coutcher
CRD#: 4386242
318 E Mitchell St, Petoskey, MI 49770
93
Wealthminder
score

Jason Coutcher (CRD# 4386242) is an Investment Advisor Representative working at Center For Wealth Planning Advisors, Inc. in Petoskey, MI and has over 9 years of experience in the finance industry.

2
Jonathan J. Mulder
CRD#: 4491597
Spring Lake, MI
93
Wealthminder
score

Jonathan Mulder (CRD# 4491597) is an Investment Advisor Representative working at Center For Wealth Planning Advisors, Inc. in Spring Lake, MI and has over 15 years of experience in the finance industry.

3
David J. Smolarek
CRD#: 1645613
2075 W. Big Beaver Road, Suite 415, Troy, MI 48084
86
Wealthminder
score

David Smolarek (CRD# 1645613) is an Investment Advisor Representative working at Center For Wealth Planning Advisors, Inc. in Troy, MI and has over 30 years of experience in the finance industry. David Smolarek 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
Kent D. Snyder
CRD#: 3021364
2075 W. Big Beaver Road, Suite 415, Troy, MI 48084
83
Wealthminder
score

Kent Snyder (CRD# 3021364) is an Investment Advisor Representative working at Center For Wealth Planning Advisors, Inc. in Troy, MI and has over 19 years of experience in the finance industry.

5
Richard H. Ohlrich
CRD#: 2091824
2075 W. Big Beaver Road, Suite 415, Troy, MI 48084
81
Wealthminder
score

Richard Ohlrich (CRD# 2091824) is an Investment Advisor Representative working at Center For Wealth Planning Advisors, Inc. in Troy, MI and has over 25 years of experience in the finance industry.

6
Jeffrey A. Gasaway
CRD#: 5257740
100 Saw Mill Rd, Suite 3300, Lafayette, IN 47905
78
Wealthminder
score

Jeffrey Gasaway (CRD# 5257740) is an Investment Advisor Representative working at Center For Wealth Planning Advisors, Inc. in Lafayette, IN and has over 5 years of experience in the finance industry.

7
Casey J. Kemerly
CRD#: 4707270
100 Sawmill Rd, Suite 3300, Lafayette, IN 47905
78
Wealthminder
score

Casey Kemerly (CRD# 4707270) is an Investment Advisor Representative working at Center For Wealth Planning Advisors, Inc. in Lafayette, IN and has over 5 years of experience in the finance industry.

8
Nicholas T. Goode
CRD#: 4661126
2050 Livernois Rd Suite B, Troy, MI 48083
74
Wealthminder
score

Nicholas Goode (CRD# 4661126) is an Investment Advisor Representative working at Center For Wealth Planning Advisors, Inc. in Troy, MI and has over 14 years of experience in the finance industry.

 

Nicholas Goode brings 14 years of financial services industry experience to a broad range of individuals, business owners, and professionals seeking comprehensive financial planning and wealth management strategies from an independent perspective. He specializes in helping small business owners, entrepreneurs, medical professionals, and their families develop investment and retirement income planning, and Social Security claiming strategies, providing personalized and unbiased advice and guidance. 

 

Nicholas is a financial advisor with experience in investment management, retirement income strategies, advanced life insurance planning, disability income protection, and estate planning. Before joining the Center For Wealth Planning Advisors, Inc. he was a financial services representative at State Farm VP Management Corp and, prior to that, a licensed insurance agent for a privately owned insurance agency. He holds his series 6, 7 and 63 with LPL Financial, and his 65 securities registration with Center For Wealth Planning Advisors and his state Life, Health, Property & Casualty Insurance licenses.

 

He is currently enrolled in the CFP® curriculum through the College for Financial Planning in Denver, Colorado. Nicholas earned his BBA degree in Finance from Walsh College of Accountancy & Business Administration in Troy, Michigan.

 

The Financial Consultants of the Center for Wealth Planning, Inc. are also Registered Representatives with and securities and advisory services are offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

 

For hyperlinks to FINRA and SIPC, please refer to the Contact Info section above.

 

For a list of states in which our consultants are registered to do business, please visit www.retire-plan.com 

 

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

9
Tracy L. Fruitt
CRD#: 1987688
425 N. High St., Suite 10, Muncie, IN 47305
73
Wealthminder
score

Tracy Fruitt (CRD# 1987688) is an Investment Advisor Representative working at Center For Wealth Planning Advisors, Inc. in Muncie, IN and has over 28 years of experience in the finance industry.

10
Kirk G. Collins
CRD#: 5528825
164 E High St, Hicksville, OH 43526
71
Wealthminder
score

Kirk Collins (CRD# 5528825) is an Investment Advisor Representative working at Center For Wealth Planning Advisors, Inc. in Hicksville, OH and has over 8 years of experience in the finance industry. Kirk Collins 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.

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