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CENTER FOR FINANCIAL PLANNING INC

SOUTHFIELD, MI · CRD 109599 · IAPD ↗ · (248)948-7900

$1.97BRegulatory AUM
17Advisory reps
26Employees
9Clients
1-10Planning clients
0Private funds
28States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

51
April 2025 — CENTER FOR FINANCIAL PLANNING INC notice-filed in MD, TN, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
April 2025 — CENTER FOR FINANCIAL PLANNING INC grew from 13 to 18 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.