Sandra D. Adams
CENTER FOR FINANCIAL PLANNING | Partner/Lead Financial Planner
SOUTHFIELD, MI 48033
Some features on this profile are disabled
CRD#: 2962229
Professional summary
Sandra Dee Adams, CFP®, who also goes by Sandra Dee Gruesbeck, 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.
Sandra is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Sandra has worked at 2 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Insurance
Philanthropic services
Financial planning
Trust & estate planning
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
350K
Are you a "fiduciary"?
Yes
Aliases
Sandra Dee Gruesbeck
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.
CRS (Client Relationship Summary) - RIA
Click below to view Sandra Dee Adams'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: 2004
Experience
Current
January 28, 2010 - Present
CENTER FOR FINANCIAL PLANNING INC
Office #1: 40 Oak Hollow Street, Suite 125, Southfield, MI 48033RIA
CRD#: 109599
SOUTHFIELD, MI
Current
December 9, 2002 - Present
RAYMOND JAMES FINANCIAL SERVICES, INC.
Office #1: 24800 Denso Drive Suite 300, Southfield, MI 48033BD
CRD#: 6694
Southfield, MI
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
Arizona(1/9/2007)
RR
California(1/9/2007)
RR
Colorado(10/26/2010)
RR
Connecticut(2/27/2026)
RR
Florida(1/9/2007)
RR
Georgia(8/26/2013)
RR
Hawaii(11/19/2018)
RR
Illinois(9/12/2011)
RR
Kentucky(8/6/2024)
RR
Maine(8/14/2024)
RR
Maryland(1/6/2015)
RR
Massachusetts(1/9/2007)
RR
Michigan(1/2/2003)
IAR
Michigan(7/2/2010)
RR
Minnesota(6/9/2008)
RR
Missouri(8/6/2010)
RR
Nebraska(1/5/2022)
RR
New Jersey(4/15/2015)
RR
New York(11/19/2010)
RR
North Carolina(1/9/2007)
RR
Ohio(1/10/2007)
RR
Oklahoma(9/16/2024)
RR
Oregon(1/9/2007)
RR
Pennsylvania(1/9/2007)
RR
South Carolina(4/3/2025)
RR
Tennessee(4/3/2025)
RR
Texas(1/9/2007)
IAR
Texas(1/28/2010)
RR
Utah(7/23/2024)
RR
Virginia(1/9/2007)
RR
Washington(1/4/2016)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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)PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
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
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
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
CENTER FOR FINANCIAL PLANNING INC
Partner/Lead Financial PlannerCRD#: 109599Southfield, MI 48033TRUST BUT VERIFY
Monitor Sandra Adams
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
