CORE FINANCIAL PLANNING

CORE FINANCIAL PLANNING of BLOOMFIELD HILLS, MI is an SEC-registered investment adviser (CRD 149293).

Registration

• CRD: 149293
• Type: Registered investment adviser
• Location: 7 WEST SQUARE LAKE ROAD, BLOOMFIELD HILLS, MI, 48302
• Phone: 248-758-2304
• Latest filing: 2026-03-30
• Clients: 1

Business model

Compensation: Fixed.

Clients served: Individuals, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 149293 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search