# CYGNET FINANCIAL PLANNING INC.

CYGNET FINANCIAL PLANNING INC. of WATERFORD, MI is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 123430
- Type: SEC-registered investment adviser
- SEC file number: 801-113800
- Location: 6515 HIGHLAND RD, SUITE 240, WATERFORD, MI, 48327-1668
- Phone: 248-673-2900
- Latest filing: 2026-03-27
- Regulatory AUM: $212.9M
- Discretionary AUM: $212.9M
- Clients: 10
- Accounts: 533

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Theodore Nmn Lakkides | CHAIRMAN | — |
| Brian Stephen Lakkides | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| Aaron Andrew Cary | EXECUTIVE VICE PRESIDENT | — |
| LAKKIDES THEODORE NMN | CHAIRMAN; PRESIDENT, TREASURER AND SECRETARY; PRESIDENT, VICE PRESIDENT, TREASURER AND SECRETARY; CHIEF COMPLIANCE OFFICER | — |
| LAKKIDES THEODORE | PRESIDENT, VICE PRESIDENT, TREASURER AND SECRETARY; CHIEF COMPLIANCE OFFICER | — |
| LAKKIDES BRIAN STEPHEN | CHIEF COMPLIANCE OFFICER; PRESIDENT; VICE PRESIDENT | — |
| CARY AARON ANDREW | EXECUTIVE VICE PRESIDENT | — |


## Disclosures (3)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2018-02-08 | regulatory | IN FEBRUARY 2018 CYGNET RECEIVED A CEASE AND DESIST ORDER FROM THE CORPORATION, SECURITIES & COMMERCIAL LICENSING BUREAU OF THE STATE OF MICHIGAN ALLEGING THAT DARWIN MOORE WAS ACTING AS AN UNREGISTERED INVESTMENT ADVISOR REPRESENTATIVE OF CYGNET. THE ORDER WAS RELATED TO A CLERICAL ERROR THAT OCCUR… | Final | $1K |


## Branch offices (4)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| SOUTHFIELD | MI | 1 | 800-321-6406 |
| — | — | 1 | (724) 515-5105 |
| SOUTHFIELD | MI | 1 | 800-321-6406 |
| — | — | 1 | (724) 515-5105 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/123430/brochure
- Similar advisers: https://search.stillhousedata.com/firm/123430/similar
- Related entities: https://search.stillhousedata.com/firm/123430/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/123430

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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.