# CENTER FOR FINANCIAL PLANNING INC

CENTER FOR FINANCIAL PLANNING INC of SOUTHFIELD, MI is an SEC-registered investment adviser.

## Registration

- CRD: 109599
- Type: SEC-registered investment adviser
- SEC file number: 801-65076
- Location: 24800 DENSO DRIVE, SUITE 300, SOUTHFIELD, MI, 48033-7470
- Phone: (248)948-7900
- Latest filing: 2026-04-16
- Regulatory AUM: $2.0B
- Discretionary AUM: $1.9B
- Non-discretionary AUM: $33.6M
- Clients: 26
- Accounts: 4,285

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (20)

| Name | Role | Location |
| --- | --- | --- |
| Timothy Warren Wyman | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Sandra Dee Adams | DIRECTOR | — |
| Angela Sue Palacios | DIRECTOR | — |
| Nicholas George Defenthaler | DIRECTOR | — |
| Lauren Elizabeth Adams | DIRECTOR/TREASURER | — |
| Matthew Atanacio Trujillo | DIRECTOR | — |
| Michael Shane Brocavich | DIRECTOR | — |
| GUNTHER MARILYN MILLARD | PRESIDENT/SECRETARY/TREASURER | — |
| BOYCE DANIEL HOBBS | DIRECTOR/PLANNER; DIRECTOR/PLANNER/CHIEF COMPLIANCE OFFICER | — |
| CHOPE MATTHEW EDWARD | DIRECTOR; DIRECTOR/PLANNER; DIRECTOR/TREASURER | — |
| WYMAN TIMOTHY WARREN | DIRECTOR/PLANNER; DIRECTOR/PLANNER/CHIEF COMPLIANCE OFFICER; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| ADAMS STEPHENIE ELIZABETH | DIRECTOR; DIRECTOR/TREASURER | — |
| ADAMS SANDRA DEE | DIRECTOR | — |
| RENCHIK LAURIE DIANE | DIRECTOR | — |
| JOY MELISSA W | DIRECTOR/SECRETARY | — |
| PALACIOS ANGELA SUE | DIRECTOR | — |
| DEFENTHALER NICHOLAS GEORGE | DIRECTOR | — |
| TRUJILLO MATTHEW ATANACIO | DIRECTOR | — |
| BROCAVICH MICHAEL SHANE | DIRECTOR | — |
| Kali Ellen Hassinger | PARTNER | — |


## Branch offices (1)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| BRIGHTON | MI | 2 | 2489487900 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109599/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109599/similar
- Related entities: https://search.stillhousedata.com/firm/109599/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109599

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.