George Papadopoulos
CFP®Professional Summary
George Papadopoulos, CFP® is a registered financial advisor currently at GEORGE PAPADOPOULOS, CPA/PFS,CFP located in Ann Arbor, Michigan. George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. George has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Investment Management
- Tax Planning
- Financial Planning
- Retirement Planning
Biography
George received his Certified Public Accountant (CPA) license from the State of Michigan in 1993. He became a CERTIFIED FINANCIAL PLANNER™ practitioner in 1995, after meeting the rigorous education and experience requirements set forth by the CFP Board of Standards. In addition, George earned his Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants in 1996. Every year, George is required to take more than 40 hours of Continuing Professional Education...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
32 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
GEORGE PAPADOPOULOS, CPA/PFS,CFP | PAPADOPOULOS, GEORGE
Contact Information
Main Address
Ann Arbor, MIMailing Address
39555 Orchard Hill Place Suite 600, Novi, MI 48375Phone Number
(734) 929-6405# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
17AUM (Assets Under Management)
$69,844,689Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/07/2026 | Cover Page | Report |
| 12/11/2025 | Cover Page | Report |
| 07/16/2024 | Cover Page | Report |
| 09/08/2023 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(5/10/2010)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jul 1994About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view George Papadopoulos's CRS (Customer Relationship Summary).
Services Offered by George
- Investment Management
- Tax Planning
- Financial Planning
- Retirement Planning
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