Timothy W. Wyman
CENTER FOR FINANCIAL PLANNING | Managing Partner
Southfield, MI 48033
Some features on this profile are disabled
CRD#: 2202030
Professional summary
Timothy Warren Wyman, CFP®, who also goes by Tim Wyman, is a registered financial advisor currently at CENTER FOR FINANCIAL PLANNING INC located in Southfield, Michigan and RAYMOND JAMES FINANCIAL SERVICES, INC. located in Southfield, Michigan.
Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Timothy has worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 6, Series 51 and Series 24 exams.
Question & Answer
What are your service offerings?
Insurance
Financial planning
Executive services/Equity comp...
Loans/credit services
Institutional consulting
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Tim Wyman
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) 24800 Denso Dr Ste 300, Southfield, MI, 48033, Non-variable Insurance P/T: Agent Investment Related: Yes 03/15/2011 HPM: 2-10 HPM TH:2-10 DOD: Independent Insurance agent (2) 24800 Denso Dr Ste 300, Southfield, MI, 48033-7450, Other P/T: Author Investment Related: Yes 12/09/2024 HPM: 0-1 HPM TH:0-1 DOD: Editing of group book (3) Albion College 24800 Denso Dr Ste 300, Southfield, MI, 48033, Non profit P/T: Board Member Investment Related: Yes 01/01/2019 HPM: 2-10 HPM TH:2-10 DOD: Board Member and Chair Endowment Investment Committee (4) Albion College 24800 Denso Dr Ste 300, Southfield, MI, 48033, Non profit P/T: Board Member, Finance/Investment Committee Member Investment Related: Yes 09/21/2020 HPM: 2-10 HPM TH:2-10 DOD: Member of the Board of Trustees of the college. Chair of Investment Committee (5) Center for Financial Planning II, LLC 24800 Denso Dr Ste 300, Southfield, MI, 48033-7450, Support Company - Owner P/T: Officer - CEO Investment Related: No 08/21/2003 HPM: 21-40 HPM TH:21-40 DOD: Managing Partner and Financial Advisor (6) Center for Financial Planning, Inc. 24800 Denso Dr Ste 300, Southfield, MI, 48033, Support Company - Owner P/T: Other Investment Related: No 08/13/2019 HPM: 11-20 HPM TH:11-20 DOD: Advisor/Owner (7) Center for Financial Planning, Inc. 24800 Denso Dr Ste 300, Southfield, MI, 48033, Independent RIA P/T: Partner Investment Related: Yes 01/23/2011 HPM: 81+ HPM TH:21-40 DOD: Partner in firm (8) Cystinosis Research Network ., Bloomfield Hills, MI, 48301, Non profit P/T: Officer - Treasurer, Director Investment Related: Yes 08/31/2020 HPM: 2-10 HPM TH:2-10 DOD: Volunteer Board Member and Treasurer (prepare budget and monitor financial statements) (9) JW Wyman LLC , Bloomfield Hills, MI, 48301, Business Owner P/T: Owner/Proprietor Investment Related: Yes 11/27/2024 HPM: 0-1 HPM TH:0-1 DOD: 1% owner of LLC (10) KE Wyman, LLC ., Bloomfield Hills, MI, 48301, Business Owner P/T: Owner/Proprietor Investment Related: Yes 11/27/2024 HPM: 0-1 HPM TH:0-1 DOD: 1% owner of LLC with daughter Kacy 99% (11) MJ Wyman LLC , Bloomfield Hills, MI, 48301, Business Owner P/T: Owner/Proprietor Investment Related: Yes 11/27/2024 HPM: 0-1 HPM TH:0-1 DOD: 1% owner of LLC (12) Timothy Wyman, Esq. 24800 Denso Drive, Southfield, MI, 48033-7470, Attorney P/T: Owner/Proprietor Investment Related: No 03/02/2009 HPM: 2-10 HPM TH:0-1 DOD: Attorney licensed in Michigan. Center for Financial Planning II, LLC 24800 Denso Dr Ste 300, Southfield, MI, 48033-7450, Support Company - Owner P/T: Officer - CEO Investment Related: No 08/21/2003 HPM: 21-40 HPM TH:21-40 DOD: Managing Partner and Financial Advisor
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Warren Wyman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1998
Experience
Current
July 2, 2010 - Present
CENTER FOR FINANCIAL PLANNING INC
Office #1: 24800 Denso Drive Suite 300, Southfield, MI 48033RIA
CRD#: 109599
Southfield, MI
Current
November 30, 1999 - Present
RAYMOND JAMES FINANCIAL SERVICES, INC.
Office #1: 24800 Denso Drive Suite 300, Southfield, MI 48033BD
CRD#: 6694
Southfield, MI
Past
December 17, 1996 - December 1, 1999
OSAIC WEALTH, INC.
BD
CRD#: 23131
SCOTTSDALE, AZ
Past
December 14, 1994 - December 31, 1996
SUNAMERICA SECURITIES, INC.
BD
CRD#: 20068
PHOENIX, AZ
Past
January 17, 1992 - December 14, 1994
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
DES MOINES, IA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CF
CENTER FOR FINANCIAL PLANNING INC
CENTER FOR FINANCIAL PLANNING INC
CRD#: 109599 / SEC#: 801-65076
RIA
Registered Investment Advisory firm - (1/4/2006 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/5/2000)
RR
Alaska(1/2/2008)
RR
Arizona(1/2/2008)
RR
California(1/5/2005)
RR
Colorado(5/12/2000)
RR
Connecticut(1/2/2008)
RR
Delaware(2/16/2017)
RR
District of Columbia(2/16/2018)
RR
Florida(1/10/2000)
RR
Georgia(1/2/2008)
RR
Hawaii(12/5/2018)
RR
Idaho(3/19/2024)
RR
Illinois(8/5/2005)
RR
Indiana(1/16/2013)
RR
Iowa(1/2/2008)
RR
Kansas(2/12/2018)
RR
Kentucky(1/16/2013)
RR
Maine(11/16/2022)
RR
Maryland(1/19/2007)
RR
Massachusetts(1/11/2021)
RR
Michigan(11/30/1999)
IAR
Michigan(7/2/2010)
RR
Minnesota(1/16/2013)
RR
Missouri(1/16/2013)
RR
Nebraska(1/6/2022)
RR
Nevada(4/17/2009)
RR
New Hampshire(6/4/2019)
RR
New Jersey(1/16/2013)
RR
New Mexico(5/26/2010)
RR
New York(2/14/2012)
RR
North Carolina(1/3/2007)
RR
Ohio(6/20/2001)
RR
Oklahoma(11/15/2024)
RR
Oregon(1/16/2013)
RR
Pennsylvania(1/2/2008)
RR
South Carolina(1/29/2001)
RR
Tennessee(1/3/2011)
RR
Texas(1/2/2008)
IAR
Texas(5/31/2012)
RR
Utah(2/11/2010)
RR
Virginia(6/14/2007)
RR
Washington(1/7/2003)
RR
Wisconsin(1/2/2008)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CF
CENTER FOR FINANCIAL PLANNING INC
CENTER FOR FINANCIAL PLANNING INC
CRD#: 109599 / SEC#: 801-65076
RIA
Registered Investment Advisory firm - (1/4/2006 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
24800 Denso Drive Suite 300, Southfield, MI 48033-7470
Mailing Address
Phone number
(248) 948-7900
Established
Firm type
Fiscal year end
# of Employees
31
SEC notice filing (28 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,116 |
| AUM (Assets Under Management) | $ 1,711,817,929 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CENTER FOR FINANCIAL PLANNING INC
Managing PartnerCRD#: 109599Southfield, MI 48033TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
