Andrew
O'Laughlin

Center For Financial Planning Inc

CRD#6257554
Investment Advisor
in Southfield, MI

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Andrew O'Laughlin is a financial advisor based in Southfield, Michigan, working with Center For Financial Planning Inc. Andrew has previously held positions at Financial Focus, Lpl Financial LLC, Raymond James Financial Services, Inc, and Center For Financial Planning, Inc. Andrew has passed the Series 63 regulatory exam and is registered to provide services in Michigan. Currently, Andrew is part of Center For Financial Planning Inc, which operates out of Southfield, Michigan. The firm has 1 office and 13 employees. The firm manages assets totaling $1.6 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Center For Financial Planning Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

24800 Denso Drive Suite 300
Southfield, MI 48033

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Center For Financial Planning Inc Brokerage Details

Total Assets Under Management

$1,558,325,820

MI Average: $943,424,332
Total Number of Employees

13

MI Average: 21
Total Number of Accounts

3,992

MI Average: 1,586
Average Account Size

$390,362

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Andrew O'Laughlin Work History

2017 - Present (7 years)

Raymond James Financial Services, Inc

2017 - Present (7 years)

Center For Financial Planning, Inc

2017 - Present (7 years)

Center For Financial Planning, Inc

2014 - 2017 (3 years)

Financial Focus

2013 - 2017 (4 years)

Lpl Financial LLC

Disclosures

Please visit the SEC profile of Andrew O'Laughlin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Center For Financial Planning Inc

Matthew Trujillo
Southfield, MI
Nicholas Defenthaler
Southfield, MI
Kali Hassinger
Southfield, MI
Andrew O'Laughlin
Southfield, MI
Michael Brocavich
Southfield, MI
Nicholas Boguth
Southfield, MI
Joshua Bitel
Southfield, MI
Kelsey Arvai
Southfield, MI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started