CENTER FOR FINANCIAL PLANNING INC

CENTER FOR FINANCIAL PLANNING INC of SOUTHFIELD, MI is an SEC-registered investment adviser (CRD 109599). Regulatory assets under management: $2.0B.

Registration

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (20)

NameRoleLocation
Timothy Warren WymanPRESIDENT/CHIEF COMPLIANCE OFFICER—
Sandra Dee AdamsDIRECTOR—
Angela Sue PalaciosDIRECTOR—
Nicholas George DefenthalerDIRECTOR—
Lauren Elizabeth AdamsDIRECTOR/TREASURER—
Matthew Atanacio TrujilloDIRECTOR—
Michael Shane BrocavichDIRECTOR—
GUNTHER MARILYN MILLARDPRESIDENT/SECRETARY/TREASURER—
BOYCE DANIEL HOBBSDIRECTOR/PLANNER; DIRECTOR/PLANNER/CHIEF COMPLIANCE OFFICER—
CHOPE MATTHEW EDWARDDIRECTOR; DIRECTOR/PLANNER; DIRECTOR/TREASURER—
WYMAN TIMOTHY WARRENDIRECTOR/PLANNER; DIRECTOR/PLANNER/CHIEF COMPLIANCE OFFICER; PRESIDENT/CHIEF COMPLIANCE OFFICER—
ADAMS STEPHENIE ELIZABETHDIRECTOR; DIRECTOR/TREASURER—
ADAMS SANDRA DEEDIRECTOR—
RENCHIK LAURIE DIANEDIRECTOR—
JOY MELISSA WDIRECTOR/SECRETARY—
PALACIOS ANGELA SUEDIRECTOR—
DEFENTHALER NICHOLAS GEORGEDIRECTOR—
TRUJILLO MATTHEW ATANACIODIRECTOR—
BROCAVICH MICHAEL SHANEDIRECTOR—
Kali Ellen HassingerPARTNER—

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