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Brent Allen Bell

Brent A. Bell

BELL FINANCIAL PLANNING
South Lyon, MI
Some features on this profile are disabled
CRD#: 6079235
Brent Allen Bell

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 .

Core Areas of Focus

AUM
Fixed Fee (Subscription
Retainer
etc.)
Hourly
Retirement Plan Investment Advice
Retirement Planning & Distribution Rules
Tax Planning

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
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.
The advisor shows no other business activity.

Blog Corner

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®

Certified Financial Planner

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 | BELL FINANCIAL PLANNING, LLC

CRD#: 309065 / SEC#:

Michigan
Registered Investment Advisory firm - (5/28/2020 Approved)
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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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts12
AUM (Assets Under Management)$ 446,995

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

BELL FINANCIAL PLANNING

BELL FINANCIAL PLANNING

CRD#: 309065South Lyon, MI

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