Matthew A. Trujillo
CENTER FOR FINANCIAL PLANNING
Southfield, MI 48033-7470
Some features on this profile are disabled
CRD#: 5690115
Professional summary
Matthew Atanacio Trujillo, CFP®, who also goes by Matthew A Trujillo, 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.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Matthew has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matthew A Trujillo
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)Name of Business: Address: 1001 Charles H Orndorf DR, Brighton, MI, 48116, United States Activity Type: Other Position/Title: Other Investment Related: No Start Date: 09/30/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will be teaching chess to middle school kids. I have written a chess instruction book to supplement my work in the classroom which I intend to sell as part of the participation fee to take the chess class. Also, I have several clients that play chess as well as their kids and grandkids and I would like to promote and give away copies of my book to them as well. (2)Name of Business: Center for Financial Planning Address: 24800 Denso Dr Ste 300, Southfield, MI, 48033, United States Activity Type: Independent RIA Position/Title: Advisor, Partner Investment Related: Yes Start Date: 07/13/2013 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Lead Financial Planner & Partner
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Atanacio Trujillo'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: 2014
Experience
Current
February 14, 2017 - Present
CENTER FOR FINANCIAL PLANNING INC
Office #1: 24800 Denso Drive Suite 300, Southfield, MI 48033-7470RIA
CRD#: 109599
Southfield, MI
Current
July 23, 2013 - Present
RAYMOND JAMES FINANCIAL SERVICES, INC.
Office #1: 24800 Denso Drive Suite 300, Southfield, MI 48033BD
CRD#: 6694
Southfield, MI
Past
December 8, 2011 - September 20, 2012
ON INVESTMENT MANAGEMENT CO
RIA
CRD#: 105662
FARMINGTON HILLS, MI
Past
November 22, 2011 - September 20, 2012
THE O.N. EQUITY SALES COMPANY
BD
CRD#: 2936
FARMINGTON HILLS, MI
Past
June 23, 2010 - November 2, 2011
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
FARMINGTON HILLS, MI
Past
May 25, 2010 - November 2, 2011
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
FARMINGTON HILLS, MI
Past
October 5, 2009 - May 6, 2010
FIRST HEARTLAND CAPITAL, INC.
BD
CRD#: 32460
NOVI, 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(10/2/2020)
RR
California(3/18/2016)
RR
Colorado(3/18/2016)
RR
Florida(2/3/2016)
RR
Georgia(3/18/2016)
RR
Illinois(3/18/2016)
RR
Kansas(10/9/2017)
RR
Maryland(4/4/2023)
RR
Michigan(7/23/2013)
IAR
Michigan(2/14/2017)
RR
Missouri(11/11/2022)
RR
Nevada(3/18/2016)
RR
New York(10/28/2016)
RR
North Carolina(7/15/2019)
RR
Ohio(7/12/2019)
RR
Oregon(7/12/2019)
RR
Pennsylvania(12/18/2020)
RR
South Carolina(9/4/2020)
RR
Tennessee(12/16/2021)
RR
Texas(7/12/2019)
IAR
Texas(10/7/2019)
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)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See 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.
