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Mark Edward Garbacik

Old Oak Financial Planning, Inc.

Brighton, MI

CRD 1522425

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Employer firm

Old Oak Financial Planning, Inc. CRD 122500

$160M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

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
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

EP WEALTH ADVISORS
ACCELERATE RETIREMENT
EQUITABLE ADVISORS, LLC

Nearby Investors

CHRISTOPHER RONALD HOPKINS
MICHAEL JAMES LAY
KEVIN EDMUND CROSS

Nearby Offices

EP WEALTH ADVISORS · Brighton, MI
EP WEALTH ADVISORS · 48116, MI
EP WEALTH ADVISORS · Brighton, MI

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