Lauren E. Adams
CENTER FOR FINANCIAL PLANNING
Southfield, MI 48033-7470
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CRD#: 6679672
Professional summary
Lauren Elizabeth Adams, CFA, CFP®, who also goes by Lauren Elizabeth Migliore, 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.
Lauren is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Lauren has worked at 2 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Lauren Elizabeth Migliore
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: Center for Financial Planning, Inc. Address: 24800 Denso Dr Ste 300, Southfield, MI, 48033-7450, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 03/28/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Servicing agent for one disability policy (2)Name of Business: Kirk in the Hills Preschool Address: 4117 Sunningdale Dr, Bloomfield Hills, MI, 48302, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member Investment Related: Yes Start Date: 05/17/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Overseeing budget and financial statement process, helping advise on fiscal management. (3) Center for Financial Planning II, LLC Address: 24800 Denso Dr Ste 300, Southfield, MI, 48033-7450, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Director of Operations and Financial Planner.
CRS (Client Relationship Summary) - RIA
Click below to view Lauren Elizabeth 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: 2017
Experience
Current
March 14, 2019 - Present
CENTER FOR FINANCIAL PLANNING INC
Office #1: 24800 Denso Drive Suite 300, Southfield, MI 48033-7470RIA
CRD#: 109599
Southfield, MI
Current
November 14, 2017 - 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
Alabama(11/6/2025)
RR
Alaska(12/26/2024)
RR
Arizona(7/7/2025)
RR
California(6/5/2020)
RR
Colorado(5/16/2023)
RR
Connecticut(7/7/2025)
RR
Delaware(7/7/2025)
RR
District of Columbia(7/7/2025)
RR
Florida(11/12/2020)
RR
Georgia(7/7/2025)
RR
Hawaii(7/7/2025)
RR
Idaho(12/13/2023)
RR
Illinois(11/8/2023)
RR
Indiana(3/18/2025)
RR
Iowa(11/6/2025)
RR
Kansas(7/7/2025)
RR
Kentucky(7/7/2025)
RR
Maine(11/6/2025)
RR
Maryland(7/7/2025)
RR
Massachusetts(7/7/2025)
RR
Michigan(3/14/2018)
IAR
Michigan(3/14/2019)
RR
Minnesota(7/7/2025)
RR
Missouri(7/7/2025)
RR
Nebraska(11/6/2025)
RR
Nevada(2/16/2023)
RR
New Hampshire(7/7/2025)
RR
New Jersey(7/7/2025)
RR
New Mexico(7/7/2025)
RR
New York(7/7/2025)
RR
North Carolina(7/8/2025)
RR
Ohio(7/8/2025)
RR
Oklahoma(7/7/2025)
RR
Oregon(7/7/2025)
RR
Pennsylvania(7/7/2025)
RR
South Carolina(7/7/2025)
RR
Tennessee(7/7/2025)
RR
Texas(6/14/2023)
RR
Utah(7/8/2025)
RR
Virginia(7/7/2025)
RR
Washington(7/31/2024)
RR
Wisconsin(4/18/2023)
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
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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
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Check for any disclosures as part of your thorough research when choosing an advisor.
