Oliver Financial Planning LLC

Oliver Financial Planning LLC (CRD# 135430) is a financial advisory firm headquartered in Ann Arbor, MI. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
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

Financial Advisors at Oliver Financial Planning LLC
Showing 1 - 2 of 2 top financial advisors.
1
John F. Losen
CRD#: 6262952
202 E. Washington Street, Suite 303, Ann Arbor, MI 48104
90
Wealthminder
score

John Losen (CRD# 6262952) is an Investment Advisor Representative working at Oliver Financial Planning LLC in Ann Arbor, MI and has over 2 years of experience in the finance industry.

2
Robert D. Oliver
CRD#: 2964486
202 E. Washington Street, Suite 303, Ann Arbor, MI 48104
90
Wealthminder
score

Robert Oliver (CRD# 2964486) is an Investment Advisor Representative working at Oliver Financial Planning LLC in Ann Arbor, MI and has 1 year of experience in the finance industry. Robert Oliver 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.

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