Brent A. Bell
BELL FINANCIAL PLANNING
South Lyon, MI
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CRD#: 6079235
Professional summary
Brent Allen Bell, CFP®, who also goes by Brent A Bell, is a registered financial advisor currently at BELL FINANCIAL PLANNING located in South Lyon, Michigan.
Brent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Brent has worked at 4 firms .
Biography
It is our core belief that the financial planning process is the foundation of every client relationship and will outlast the ups and downs of the market when adequately implemented. By experiencing our financial planning process we believe you will find value in the longstanding, trusting relationship we will form while reaching your financial goals and freedom in addition to your investment management needs.
Question & Answer
What are your service offerings?
Inheritance
Investment Planning
Education Planning
Retirement Income Management
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Life Transitions
Debt Management
Divorce Planning
Retirement Planning
Tax Planning
Socially Responsible Investing
Insurance Planning
Budgeting
Social Security Planning
Do you have an area of expertise or specialization?
AUM
Fixed Fee (Subscription, Retai...
Hourly
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
Brent A Bell
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.
Bell Financial Planning, LLC; Investment-Related; South Lyon, Michigan; Investment Adviser; Investment Adviser Representative; April 2020; Approx. 80 hours/month; Approx. Mostly all hours during trading hours; Provide investment advice and/or financial planning. fpPathfinder; Investment-Related; Farmington, Connecticut; Financial Planning Resource Technology; Resource Fact-Checker; October 2021; Approx. 40 hours/month; Almost no hours during trading hours; Review flow charts and checklists used by financial advisors for accuracy.
CRS (Client Relationship Summary) - RIA
Click below to view Brent Allen Bell'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: 2016
Experience
Current
May 29, 2020 - Present
BELL FINANCIAL PLANNING
RIA
CRD#: 309065
South Lyon, MI
Past
April 17, 2023 - June 20, 2023
TEMPUS WEALTH PLANNING, LLC
RIA
CRD#: 285349
South Lyon, MI
Past
June 24, 2021 - July 22, 2022
ORIGIN INVESTMENT ADVISORY LLC
RIA
CRD#: 305353
BOSTON, MA
Past
September 5, 2017 - June 29, 2020
PLANNING ALTERNATIVES LTD
RIA
CRD#: 110268
BLOOMFIELD HILLS, MI
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(5/29/2020)
Exams
Current Firm
BELL FINANCIAL PLANNING
BELL FINANCIAL PLANNING | BELL FINANCIAL PLANNING, LLC
CRD#: 309065 / SEC#:
Michigan
Registered Investment Advisory firm - (5/28/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
South Lyon, MI
Mailing Address
Phone number
(734) 369-1457
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 12 |
| AUM (Assets Under Management) | $ 446,995 |
Red Flags
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