Kali Ellen Hassinger
Investment adviser representative at Center for Financial Planning Inc
13 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
13 years in the industry.
- Center for Financial Planning IncFeb 2018 to now
- Raymond James Financial Services, Inc.Dec 2013 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
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
- 6175218
- Firm CRD
- 109599