Center For Financial Planning Inc.
Center For Financial Planning Inc. (CRD# 109599) is a financial advisory firm headquartered in Southfield, MI. They manage $1,558,325,820 in 3,992 accounts and serve the financial needs of clients across 25 states (or territories).
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Total Assets Under Management1,558MILLION
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Total Number of Accounts3,992ACCOUNTS
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Average Account Value$390,362
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IL, IN, KY, MA, MI, MN, MO, NC, NE, NH, NM, NY, OH, OR, PA, SC, TX, VA, WA
Lauren Adams (CRD# 6679672) is an Investment Advisor Representative working at Center For Financial Planning Inc. in Southfield, MI and has over 6 years of experience in the finance industry.
Sandra Adams (CRD# 2962229) is an Investment Advisor Representative working at Center For Financial Planning Inc. in Southfield, MI and has over 21 years of experience in the finance industry.
Michael Brocavich (CRD# 5375290) is an Investment Advisor Representative working at Center For Financial Planning Inc. in Southfield, MI and has over 16 years of experience in the finance industry.
Matthew Chope (CRD# 2147731) is an Investment Advisor Representative working at Center For Financial Planning Inc. in Southfield, MI and has over 32 years of experience in the finance industry.
Nicholas Defenthaler (CRD# 5301968) is an Investment Advisor Representative working at Center For Financial Planning Inc. in Southfield, MI and has over 15 years of experience in the finance industry.
Kali Hassinger (CRD# 6175218) is an Investment Advisor Representative working at Center For Financial Planning Inc. in Southfield, MI and has over 9 years of experience in the finance industry.
Robert Ingram (CRD# 4622208) is an Investment Advisor Representative working at Center For Financial Planning Inc. in Southfield, MI and has over 20 years of experience in the finance industry.
Angela Palacios (CRD# 3108020) is an Investment Advisor Representative working at Center For Financial Planning Inc. in Southfield, MI and has over 24 years of experience in the finance industry.
Amanda Toia (CRD# 4303226) is an Investment Advisor Representative working at Center For Financial Planning Inc. in Southfield, MI and has over 23 years of experience in the finance industry.
Matthew Trujillo (CRD# 5690115) is an Investment Advisor Representative working at Center For Financial Planning Inc. in Southfield, MI and has over 14 years of experience in the finance industry.