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).
Total Assets Under Management0MILLION
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Educational seminars/workshops
John Losen (CRD# 6262952) is an Investment Advisor Representative working at Oliver Financial Planning LLC in Ann Arbor, MI and has over 3 years of experience in the finance industry.
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.