CENTER FOR WEALTH PLANNING ADVISORS, INC
CRD #173312 SEC #801-107743 TROY, MI 248-498-4825
SEC Registered
Total AUM
$108.6M
Discretionary
$103.7M
Employees
13
Clients
1
Accounts
716
Firm Details
- Organization Type
- Corporation
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 20, 2016
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| OHLRICH, RICHARD, HENRY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OHLRICH, RICHARD, HENRY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OHLRICH, RICHARD, HENRY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OHLRICH, RICHARD, HENRY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OHLRICH, RICHARD, HENRY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OHLRICH, RICHARD, HENRY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OHLRICH, RICHARD, HENRY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OHLRICH, RICHARD, HENRY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OHLRICH, RICHARD, HENRY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OHLRICH, RICHARD, HENRY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OHLRICH, RICHARD, HENRY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OHLRICH, RICHARD, HENRY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OHLRICH, RICHARD, HENRY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OHLRICH, RICHARD, HENRY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OHLRICH, RICHARD, HENRY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OHLRICH, RICHARD, HENRY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RUZYCKI, JOSEPH, WILLIAM | I | PRESIDENT | E | Control |
| RUZYCKI, JOSEPH, WILLIAM | I | PRESIDENT | E | Control |
| RUZYCKI, JOSEPH, WILLIAM | I | PRESIDENT | E | Control |
| RUZYCKI, JOSEPH, WILLIAM | I | PRESIDENT | E | Control |
| RUZYCKI, JOSEPH, WILLIAM | I | PRESIDENT | E | Control |
| RUZYCKI, JOSEPH, WILLIAM | I | PRESIDENT | E | Control |
| RUZYCKI, JOSEPH, WILLIAM | I | PRESIDENT | E | Control |
| RUZYCKI, JOSEPH, WILLIAM | I | PRESIDENT | E | Control |
| RUZYCKI, JOSEPH, WILLIAM | I | PRESIDENT | E | Control |
| RUZYCKI, JOSEPH, WILLIAM | I | PRESIDENT | E | Control |
| RUZYCKI, JOSEPH, WILLIAM | I | PRESIDENT | E | Control |
| RUZYCKI, JOSEPH, WILLIAM | I | PRESIDENT | E | Control |
| RUZYCKI, JOSEPH, WILLIAM | I | PRESIDENT | E | Control |
| RUZYCKI, JOSEPH, WILLIAM | I | PRESIDENT | E | Control |
| RUZYCKI, JOSEPH, WILLIAM | I | PRESIDENT | E | Control |
| RUZYCKI, JOSEPH, WILLIAM | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Dec 20, 2016 REGISTERED
Notice Filings (6)
FL IN LA MI OH TX
Address
2050 LIVERNOIS RDSUITE B
TROY, MI 48083
United States
Phone: 248-498-4825