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).
Total Assets Under Management109MILLION
Total Number of Accounts716ACCOUNTS
Average Account Value$151,742
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, IN, LA, MI, OH, TX
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
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