Cygnet Financial Freedom House

Cygnet Financial Freedom House (CRD# 123430) is a financial advisory firm headquartered in Waterford, MI. They manage $75,202,789 in 245 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4139 West Walton Blvd, Suite D, Waterford, MI 48329
http://www.financialfreedomhouse.com
By the Numbers
  • Total Assets Under Management
    75
    MILLION
  • Total Number of Accounts
    245
    ACCOUNTS
  • Average Account Value
    $306,950
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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.

MI, PA

Financial Advisors at Cygnet Financial Freedom House
Showing 1 - 5 of 5 top financial advisors.
1
Brian Lakkides, financial advisor Waterford MI
Brian S. Lakkides
CRD#: 2881927
4139 West Walton Blvd, Suite D, Waterford, MI 48329
93
Wealthminder
score

Brian Lakkides (CRD# 2881927) is an Investment Advisor Representative working at Cygnet Financial Freedom House in Waterford, MI and has over 20 years of experience in the finance industry.

2
Samantha Ledbetter, financial advisor Waterford MI
Samantha M. Ledbetter
CRD#: 5483286
4139 West Walton Blvd, Suite D, Waterford, MI 48329
93
Wealthminder
score

Samantha Ledbetter (CRD# 5483286) is an Investment Advisor Representative working at Cygnet Financial Freedom House in Waterford, MI and has over 9 years of experience in the finance industry.

3
Aaron Cary, financial advisor Waterford MI
Aaron A. Cary
CRD#: 6087502
4139 West Walton Blvd, Suite D, Waterford, MI 48329
90
Wealthminder
score

Aaron Cary (CRD# 6087502) is an Investment Advisor Representative working at Cygnet Financial Freedom House in Waterford, MI and has over 4 years of experience in the finance industry.

4
Theodore Lakkides, financial advisor Waterford MI
Theodore N. Lakkides
CRD#: 733796
4139 West Walton Blvd, Suite D, Waterford, MI 48329
86
Wealthminder
score

Theodore Lakkides (CRD# 733796) is an Investment Advisor Representative working at Cygnet Financial Freedom House in Waterford, MI and has over 36 years of experience in the finance industry. Theodore Lakkides 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.

5
James Denny, financial advisor Pittsburgh PA
James C. Denny
CRD#: 4174753
Pittsburgh, PA
81
Wealthminder
score

James Denny (CRD# 4174753) is an Investment Advisor Representative working at Cygnet Financial Freedom House in Pittsburgh, PA and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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