Matthew
Chope

Center For Financial Planning Inc

CRD#2147731
Investment Advisor
in Southfield, MI

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About this Advisor

Matthew Chope is a certified financial planner who works out of Southfield, Michigan who has 13 years of industry experience. Chope is an employee of Center For Financial Planning Inc. Chope has gained experience at Raymond James Financial Services, Inc, Center For Financial Planning Inc, Matthew E. Chope Dba, Sandytoesvolleyball, Insurance-Non Variable and Advanced Insurance. Chope has a Series 63 license, designating them as a securities representative, and is approved to work in Michigan. Center For Financial Planning Inc is a financial advisory firm operating out of Southfield, MI. The company has a total of 13 financial advisors. It handles $1 billion in assets under management between its 3,719 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. Of its 3,719 client accounts, just 2% are associated with high-net-worth investors who have at least $1 million in assets. Center For Financial Planning Inc provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management usually are based on the services. However, fees billed by Center For Financial Planning Inc can be comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

13 years

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 Dr. Suite 300
Southfield, MI 48033

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Center For Financial Planning Inc Brokerage Details

Total Assets Under Management

$1,311,417,733

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

13

MI Average: 21
Total Number of Accounts

3,719

MI Average: 1,586
Average Account Size

$352,626

MI Average: $594,845

Investment Advisory Services

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

Matthew Chope Work History

Matthew has been registered as a financial advisor for 13 years.*

2020 - Present (4 years)

Center For Financial Planning Inc

2017 - Present (7 years)

Sandytoesvolleyball

2012 - Present (12 years)

Matthew E. Chope Dba

1999 - Present (25 years)

Insurance-Non Variable

1993 - Present (31 years)

Raymond James Financial Services, Inc

2000 - 2017 (17 years)

Advanced Insurance

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Matthew Chope 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

Kali Hassinger
Southfield, MI
Matthew Trujillo
Southfield, MI
Michael Brocavich
Southfield, MI
Joshua Bitel
Southfield, MI
Kelsey Arvai
Southfield, MI
Amanda Toia
Southfield, MI
Nicholas Defenthaler
Southfield, MI
Lauren Adams
Southfield, MI

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

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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.

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