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Nicholas Paul Boguth

Center For Financial Planning Inc

Southfield, MI

CRD 6325691

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Employer firm

Center For Financial Planning Inc CRD 109599

$1.97B regulatory AUM 9 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Center For Financial Planning Inc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-01-23
  • MI RA
    APPROVED
    Since 2023-01-23

Branch Locations

24800 Denso Drive Suite 300, Southfield, MI 48033 • 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
Raymond James Financial Services, Inc. Southfield MI 09/2015 Present
  • 09/2015 → Present
    Raymond James Financial Services, Inc.
    Southfield, MI
Other Businesses

(1)Name of Business: Center For Financial Planning Inc. Address: 24800 Denso Dr Ste 300, Southfield, MI, 48073, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/04/2015 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Portfolio Manager

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-12-16
  • S63 Uniform Securities Agent State Law Examination
    2015-12-16
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • Nick Boguth

View on SEC IAPD

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