OLD OAK FINANCIAL PLANNING, INC.
CRD #122500 SEC #801-117480 BRIGHTON, MI 810-220-4400
SEC Registered
Total AUM
$153.3M
Discretionary
$101.2M
Employees
2
Clients
251
Accounts
625
Firm Details
- Organization Type
- Corporation
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 11, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GARBACIK, MARK, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| GARBACIK, MARK, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| GARBACIK, MARK, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| GARBACIK, MARK, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| GARBACIK, MARK, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | |
| RAWSKY, ELAINE, MARIE | I | VICE-PRESIDENT | NA | |
| RAWSKY, ELAINE, MARIE | I | VICE-PRESIDENT | NA | |
| RAWSKY, ELAINE, MARIE | I | VICE-PRESIDENT | NA | |
| RAWSKY, ELAINE, MARIE | I | VICE-PRESIDENT | NA | |
| RAWSKY, ELAINE, MARIE | I | VICE-PRESIDENT | NA | |
| RAWSKY, ELAINE, MARIE | I | VICE-PRESIDENT | NA | |
| RAWSKY, ELAINE, MARIE | I | VICE-PRESIDENT | NA | |
| RAWSKY, ELAINE, MARIE | I | VICE-PRESIDENT | NA | |
| RAWSKY, ELAINE, MARIE | I | VICE-PRESIDENT | NA | |
| RAWSKY, ELAINE, MARIE | I | VICE-PRESIDENT | NA | |
| RAWSKY, ELAINE, MARIE | I | VICE-PRESIDENT | NA | |
| RAWSKY, ELAINE, MARIE | I | VICE-PRESIDENT | NA | |
| Rawsky, Christopher, Michael | I | PORTFOLIO MANAGER | NA | |
| Rawsky, Christopher, Michael | I | PORTFOLIO MANAGER | NA | |
| Starr, Stacy, Ray | I | REGISTERED INVESTMENT ADVISOR | NA | |
| Starr, Stacy, Ray | I | REGISTERED INVESTMENT ADVISOR | NA | |
| Starr, Stacy, Ray | I | REGISTERED INVESTMENT ADVISOR | NA | |
| Starr, Stacy, Ray | I | REGISTERED INVESTMENT ADVISOR | NA | |
| Starr, Stacy, Ray | I | REGISTERED INVESTMENT ADVISOR | NA | |
| GARBACIK, MARK, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | |
| GARBACIK, MARK, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | |
| GARBACIK, MARK, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | |
| GARBACIK, MARK, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | |
| GARBACIK, MARK, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | |
| GARBACIK, MARK, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | |
| RAWSKY, TERRY, LEE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| RAWSKY, TERRY, LEE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| RAWSKY, TERRY, LEE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| RAWSKY, TERRY, LEE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| RAWSKY, TERRY, LEE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| RAWSKY, TERRY, LEE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| RAWSKY, TERRY, LEE | I | CHIEF COMPLIANCE OFFICER | E | Control |
| RAWSKY, TERRY, LEE | I | PRESIDENT | E | Control |
| RAWSKY, TERRY, LEE | I | PRESIDENT | E | Control |
| RAWSKY, TERRY, LEE | I | PRESIDENT | E | Control |
| RAWSKY, TERRY, LEE | I | PRESIDENT | E | Control |
| RAWSKY, TERRY, LEE | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Mar 11, 2025 REGISTERED
Notice Filings (4)
FL MI NE TX
Address
7077 FIELDCREST DR.SUITE 400
BRIGHTON, MI 48116
United States
Phone: 810-220-4400