Michael
Brocavich

Center For Financial Planning Inc

CRD#5375290
Investment Advisor
in Southfield, MI

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About this Advisor

Michael Brocavich is a financial advisor based in Southfield, Michigan, working with Center For Financial Planning Inc. Michael has previously held positions at Edward Jones, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Mcclaren Investment Partners LLC, Center For Financial Planning, and Center For Financial Planning Ii, LLC. Michael has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Michigan. Currently, Michael 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, Series 66, 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

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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

Michael Brocavich Work History

2024 - Present (0 year)

Center For Financial Planning Ii, LLC

2021 - Present (3 years)

Center For Financial Planning

2021 - Present (3 years)

Center For Financial Planning

2017 - Present (7 years)

Raymond James Financial Services, Inc

2017 - Present (7 years)

Raymond James Financial Services Advisors Inc

2019 - 2020 (1 year)

Mcclaren Investment Partners LLC

2012 - 2017 (5 years)

Edward Jones

Disclosures

Please visit the SEC profile of Michael Brocavich 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
Kali Hassinger
Southfield, MI
Andrew O'Laughlin
Southfield, MI
Nicholas Defenthaler
Southfield, MI
Michael Brocavich
Southfield, MI
Joshua Bitel
Southfield, MI
Kelsey Arvai
Southfield, MI
Nicholas Boguth
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.

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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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