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BL

Brian S. Lakkides

FINANCIAL FREEDOM HOUSE
Waterford, MI 48327-1668
Some features on this profile are disabled
CRD#: 2881927
BL

Professional summary

Brian Stephen Lakkides, AIF® is a registered financial advisor currently at FINANCIAL FREEDOM HOUSE located in Waterford, Michigan.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Brian has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Stephen Lakkides's CRS (Customer Relationship Summary).
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®
AIF®

Accredited Investment Fiduciary

Experience

Current

December 21, 2010 - Present

FINANCIAL FREEDOM HOUSE

Office #1: 6515 Highland Rd Suite 240, Waterford, MI 48327-1668
RIA
CRD#: 123430
Waterford, MI
Past

December 15, 2005 - December 27, 2016

TRIAD ADVISORS LLC

BD
CRD#: 25803
WATERFORD, MI
Past

December 5, 2002 - December 15, 2005

EQUITY SERVICES, INC.

BD
CRD#: 265
MONTPELIER, VT
Past

January 2, 1998 - November 8, 2002

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

July 21, 1997 - December 31, 1997

PINEBRIDGE SECURITIES LLC

BD
CRD#: 5967
NEW YORK, NY

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".
FF
FINANCIAL FREEDOM HOUSE
AMERICAN LABOR FINANCIAL ADVISORS (A.L.F.A.) | ZOTOS & ASSOCIATES FINANCIAL FREEDOM HOUSE | RETIREMENT SERVICES CENTER | FINANCIAL WELLNESS CENTERS | FINANCIAL FREEDOM HOUSE | FIDUCIARY FIREWALL ADVISERS, INC. | CYGNET STRATEGIES, LLC | CYGNET FINANCIAL PLANNING INC. | CYGNET FINANCIAL FREEDOM HOUSE | CHIEF FINANCIAL INVESTMENT ADVISORS | CAER, LLC

CRD#: 123430 / SEC#: 801-113800

RIA
Registered Investment Advisory firm - (8/9/2018 Approved)
Michigan
Registered Investment Advisory firm - (8/21/2018 Terminated)
Pennsylvania
Registered Investment Advisory firm - (8/16/2018 Terminated)

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.

Highlighted states indicate IAR registrations

IAR
Michigan
(12/21/2010)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/26/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/11/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/27/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/25/2010
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/11/1997
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/5/2011
General Securities Principal Examination

Current Firm

FF
FINANCIAL FREEDOM HOUSE
AMERICAN LABOR FINANCIAL ADVISORS (A.L.F.A.) | ZOTOS & ASSOCIATES FINANCIAL FREEDOM HOUSE | RETIREMENT SERVICES CENTER | FINANCIAL WELLNESS CENTERS | FINANCIAL FREEDOM HOUSE | FIDUCIARY FIREWALL ADVISERS, INC. | CYGNET STRATEGIES, LLC | CYGNET FINANCIAL PLANNING INC. | CYGNET FINANCIAL FREEDOM HOUSE | CHIEF FINANCIAL INVESTMENT ADVISORS | CAER, LLC

CRD#: 123430 / SEC#: 801-113800

RIA
Registered Investment Advisory firm - (8/9/2018 Approved)
Michigan
Registered Investment Advisory firm - (8/21/2018 Terminated)
Pennsylvania
Registered Investment Advisory firm - (8/16/2018 Terminated)
PREMIUM
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Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
6515 Highland Rd Suite 240, Waterford, MI 48327-1668
Mailing Address
Po Box 301000, Waterford, MI 48330-1000
Phone number
(248) 673-2900
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CYGNET FINANCIAL PLANNING, INC FIRM BROCHURE PART 2A (3/19/2025)

Regulatory assets under management

Total Number of Accounts525
AUM (Assets Under Management)$ 188,799,000

Red Flags

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.

Company Information

FINANCIAL FREEDOM HOUSE

CRD#: 123430Waterford, MI 48327-1668

TRUST BUT VERIFY

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