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Brian Allan Face

Face 2 Face Financial Planning, LLC

Portage, MI

CRD 5548274

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Employer firm

Face 2 Face Financial Planning, LLC CRD 285630

$29.7M regulatory AUM 12 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Face 2 Face Financial Planning, Llc

7950 Moorsbridge Rd Ste 203, Portage, MI 49024 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-09-23
TX RA APPROVED_RES 2017-02-13
MI RA APPROVED 2016-10-31
  • FL RA
    APPROVED
    Since 2022-09-23
  • TX RA
    APPROVED_RES
    Since 2017-02-13
  • MI RA
    APPROVED
    Since 2016-10-31

Branch Locations

7950 Moorsbridge Rd Ste 203, Portage, MI 49024 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cambridge Investment Research, Inc. Fairfield IA 02/2015 10/2016
Cambridge Investment Research Advisors, Inc, Fairfield IA 07/2015 10/2016
Face 2 Face Financial Planning Portage MI 10/2016 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-05-15
  • S66 Uniform Combined State Law Examination
    2015-05-15
Designations
  • Certified Financial Planner
Other Names
  • Brian Face

View on SEC IAPD

Nearby Firms

ZHANG FINANCIAL
EDELMAN FINANCIAL ENGINES
EDWARD JONES

Nearby Investors

LYNN LING CHEN-ZHANG
CHRISTINE MARIE LINDBERG
AMANDA MARIE HARTMAN

Nearby Offices

ZHANG FINANCIAL · PORTAGE, MI
EDELMAN FINANCIAL ENGINES · PORTAGE, MI
EDWARD JONES · Portage, MI

More in Portage, MI

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