Michael Shane Brocavich
Investment adviser representative at Center for Financial Planning Inc
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Center for Financial Planning IncJan 2021 to now
- Raymond James Financial Services Advisors Inc.May 2017 to now
- Raymond James Financial Services, Inc.May 2017 to now
- Mcclaren Investment Partners LLCDec 2019 to Dec 2020
- Edward JonesOct 2012 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (MI).
Center for Financial Planning Inc
$2BAssets managed
1,496Clients
17Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5375290
- Firm CRD
- 109599