Nicholas
Defenthaler
Center For Financial Planning Inc
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About this Advisor
Nicholas Defenthaler is a certified financial planner working in Southfield, Michigan, who has 6 years of relevant experience. Defenthaler is an employee of Center For Financial Planning Inc. Throughout their career, they have worked at Bloom Asset Management, Cig Securities, Raymond James Financial Services, Inc, Center For Financial Planning and Center For Financial Planning, Inc. Defenthaler maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Michigan. Center For Financial Planning Inc is a financial advisory firm based in Southfield, MI. The investment advisory business has a total of 13 people on staff. It manages $1 billion in assets across its 3,719 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. Of its 3,719 customer accounts, just 2% belong to high-net-worth clients who have at least $1 million in assets available to invest. The business provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors depend on which services the firm provides the client. However, fees billed by Center For Financial Planning Inc likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Center For Financial Planning Inc Brokerage Details
$1,311,417,733
13
3,719
$352,626
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Nicholas Defenthaler Work History
Nicholas has been registered as a financial advisor for 6 years.*
Raymond James Financial Services, Inc
Center For Financial Planning
Center For Financial Planning, Inc
Cig Securities
Raymond James Financial Services, Inc
Raymond James Financial Services, Inc
Bloom Asset Management
*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 Nicholas Defenthaler 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
Southfield, MI
Southfield, MI
Southfield, MI
Southfield, MI
Southfield, MI
Southfield, MI
Southfield, MI
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.
