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Featured Business Financial Advisor in Lake Orion, MI
Lake Orion Financial Advisors
The Strategic Planning Group
10 N Lapeer Street
Lake Orion, MI 48362
(248) 929-8955
“An informed client is a good client.”
Advisor Profile
Oliver Lee
Name:  Oliver Lee
Phone Number:  (248) 929-8955
Website:  Visit Website

About The Strategic Planning Group

We believe most of us have the same basic goals when it comes
to financial planning:

1. Protect our assets
2. Save taxes
3. Build wealth
4. Keep the process as simple as possible

Our Fiduciary Responsibility

Legally bound by the fiduciary standard when serving clients:

We will always put our clients? interests first ? ahead of our
own, of our firm and our employees. As defined by federal
law, we will act as a fiduciary.

When selecting investments, we will seek the most suitable
investments for our clients at all times.

Licenses, Registrations & Training
Series 65
Life & Accident

We use TDAmeritrade as the custodian for all our clients

Registrations with CoreCap Investments

General Information

CRD#:    4472655
Firm CRD#:    Registrations with CoreCap Investments
SEC File#:    158819
States Licensed in:    MI,OH,SC,NJ
States Willing to do Business in:   
Years of Experience in Financial Services:    21
Number of Years with Current Firm:    3
I work with the following types of clients:    Individual Investors


Investment Types:    Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Bonds, Commodities, Options & Futures, Insurance, Stocks, Annuities, FOREX & Currency, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    At my office, Via phone

Qualifications & Memberships

Certifications, Accreditations & Designations:    Certified Retirement Financial Advisor (CRFA)
Securities Licenses:    Series 65
Insurance and Annuity Licenses:    Annuity, Accident, Health, Long Term Care, Life
Non-Financial Organization Memberships:    National Ethics Bureau and MicroMentors

Firm Information

Firm's Number of Planning Clients:    310

Compensation and Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    $50K and up
Compensation Methods:    Commissions, Based on Assets
Prepared By: Oliver Lee

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