Old Oak Financial Planning, Inc.
Old Oak Financial Planning, Inc. (CRD# 122500) is a financial advisory firm headquartered in Brighton, MI. They manage $134,659,790 in 617 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Old Oak Financial Planning, Inc.
By the Numbers
-
Total Assets Under Management135MILLION
-
Total Number of Accounts617ACCOUNTS
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Average Account Value$218,249
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MI, NE, TX
Financial Advisors at Old Oak Financial Planning, Inc.
1
Mark Garbacik (CRD# 1522425) is an Investment Advisor Representative working at Old Oak Financial Planning, Inc. in Brighton, MI and has over 31 years of experience in the finance industry.
2
Stacy Starr (CRD# 7613829) is an Investment Advisor Representative working at Old Oak Financial Planning, Inc. in Brighton, MI and has 1 year of experience in the finance industry.
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