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Brett Stephen Kidd

Kidd Financial Planning, LLC.

Livonia, MI

CRD 8211205

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Employer firm

Kidd Financial Planning, LLC. CRD 323502

$14.0M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Kidd Financial Planning, Llc.

14700 Farmington Road Suite 107, Livonia, MI 48154 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-02-10
  • MI RA
    APPROVED
    Since 2026-02-10

Branch Locations

14700 Farmington Road Suite 107, Livonia, MI 48154 • 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
Norton & Kidd Cpas Saginaw MI 01/2016 Present
Kidd Financial Planning, Llc Livonia MI 01/2026 Present
Other Businesses

STAY MUTH PROPERTIES LLC - SHORT TERM RENTAL MANAGEMENT - NOT INVESTMENT RELATED - OWNER - JAN 2022 - APPROX. 20 HOURS PER MONTH

Designations
  • Personal Financial Specialist

View on SEC IAPD

Nearby Firms

MERCER GLOBAL ADVISORS INC.
LPL FINANCIAL LLC
JOHNSON INVESTMENT COUNSEL, INC.

Nearby Investors

STEVEN J DECEUNINCK
Michael Lawrence Snider
George John Herr

Nearby Offices

MERCER GLOBAL ADVISORS INC. · Livonia, MI
MERCER GLOBAL ADVISORS INC. · Livonia, MI
LPL FINANCIAL LLC · LIVONIA, MI

More in Livonia, MI

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