Best Investors Account Sign in
Inactive

Mark Edward Garbacik

Old Oak Financial Planning, Inc.

Brighton, MI

Claim This Profile
Current Employers
Old Oak Financial Planning, Inc.

7077 Fieldcrest Dr. Suite 400, Brighton, MI 48116 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2015-01-20
MI RA APPROVED 2009-12-03
  • FL RA
    APPROVED
    Since 2015-01-20
  • MI RA
    APPROVED
    Since 2009-12-03

Branch Locations

7077 Fieldcrest Dr. Suite 400, Brighton, MI 48116 • 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
Old Oak Financial Planning Brighton MI 04/2005 Present
  • 04/2005 → Present
    Old Oak Financial Planning
    Brighton, MI
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-06-30
  • S63 Uniform Securities Agent State Law Examination
    1992-06-30
Designations

View on SEC IAPD

Other Firms

EP WEALTH ADVISORS
ACCELERATE RETIREMENT
EQUITABLE ADVISORS, LLC
HBW ADVISORY SERVICES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
FIFTH THIRD SECURITIES, INC.
FOGUTH WEALTH MANAGEMENT, LLC.
CETERA INVESTMENT ADVISERS LLC

Other Investors

CHRISTOPHER RONALD HOPKINS
MICHAEL JAMES LAY
KEVIN EDMUND CROSS
ANDREW JASON ZEHNDER
TODD ANTHONY PERRY
Christopher WIlliam Toro
ALBERT PINGREE HERZOG
DANIEL COYE WEAVER

Other Offices

EP WEALTH ADVISORS · Brighton, MI
EP WEALTH ADVISORS · 48116, MI
EP WEALTH ADVISORS · Brighton, MI
ACCELERATE RETIREMENT · Brighton, MI
EQUITABLE ADVISORS, LLC · BRIGHTON, MI
HBW ADVISORY SERVICES LLC · BRIGHTON, MI
AMERIPRISE FINANCIAL SERVICES, LLC · BRIGHTON, MI
FIFTH THIRD SECURITIES, INC. · BRIGHTON, MI

More in Brighton, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor