Global Financial Planning Group, LLC

Global Financial Planning Group, LLC (CRD# 114803) is a financial advisory firm headquartered in Troy, MI. They manage $45,457,955 in 328 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    328
    ACCOUNTS
  • Average Account Value
    $138,591
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
  • Selection of other advisers (including private fund managers)
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, MI, TX

Financial Advisors at Global Financial Planning Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Terry R. Altman
CRD#: 2047403
1301 W. Long Lake Road, Suite 100, Troy, MI 48098
96
Wealthminder
score

Terry Altman (CRD# 2047403) is an Investment Advisor Representative working at Global Financial Planning Group, LLC in Troy, MI and has over 28 years of experience in the finance industry. Terry Altman 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.

2
Darryl G. Duerbusch
CRD#: 2836613
1301 W. Long Lake Road, Suite 100, Troy, MI 48098
96
Wealthminder
score

Darryl Duerbusch (CRD# 2836613) is an Investment Advisor Representative working at Global Financial Planning Group, LLC in Troy, MI and has over 21 years of experience in the finance industry. Darryl Duerbusch 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.

3
Lynn M. Vance
CRD#: 850046
1301 W. Long Lake Road, Suite 100, Troy, MI 48098
96
Wealthminder
score

Lynn Vance (CRD# 850046) is an Investment Advisor Representative working at Global Financial Planning Group, LLC in Troy, MI and has over 37 years of experience in the finance industry. Lynn Vance 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
David B. Leszcynski
CRD#: 2913686
1301 W. Long Lake Road, Suite 100, Troy, MI 48098
81
Wealthminder
score

David Leszcynski (CRD# 2913686) is an Investment Advisor Representative working at Global Financial Planning Group, LLC in Troy, MI and has over 20 years of experience in the finance industry.

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