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

Branch offices (1)

CityStateEmployeesPhone
BRIGHTONMI22489487900

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