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Current Employers
Center For Financial Planning Inc

24800 Denso Drive Suite 300, Southfield, MI 48033-7470 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-02-25
  • MI RA
    APPROVED
    Since 2026-02-25

Branch Locations

24800 Denso Drive Suite 300, Southfield, MI 48033-7470 • 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
Ameriprise Financial Services, Llc Sterling Heights MI 06/2020 05/2023
Holy Name Catholic School Birmingham MI 08/2017 06/2020
Lindamood-Bell Learning Processes Bingham Farms MI 06/2018 04/2019
St. Lucy Catholic Church St. Clair Shores MI 09/2016 09/2017
Divine Mercy Center - Servants Of Jesus Of The Divine Mercy Clinton Twp MI 01/2015 03/2017
The Fiduciary Alliance Greenville SC 05/2023 04/2025
Raymond James Financial Services, Inc. Southfield MI 04/2025 Present
Raymond James Financial Services Advisors, Inc. Southfield MI 04/2025 02/2026
Center For Financial Planning Inc. Southfield MI 02/2026 Present
Previous Registrations
Other Businesses

(1)Name of Business: Center for Financial Planning Inc. Address: 24800 Denso Dr Ste 300, Southfield, MI, 48033-7450, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/28/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Client Service Manager

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-06-15
S65 Uniform Investment Adviser Law Examination 2022-06-04
  • S63 Uniform Securities Agent State Law Examination
    2022-06-15
  • S65 Uniform Investment Adviser Law Examination
    2022-06-04
Other Names
  • Mary Sheahan
  • Mary Katherine Freeman
  • Mary Freeman
  • Mary K. Sheahan

View on SEC IAPD

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