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).

By the Numbers
  • Total Assets Under Management
    135
    MILLION
  • Total Number of Accounts
    617
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

FL, MI, NE, TX

Financial Advisors at Old Oak Financial Planning, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Mark E. Garbacik
CRD#: 1522425
7077 Fieldcrest Dr., Suite 400, Brighton, MI 48116

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 R. Starr
CRD#: 7613829
7077 Fieldcrest Dr., Suite 400, Brighton, MI 48116

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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