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Registered Investment Advisor · Old Oak Financial Planning, Inc.

Stacy R. Starr

CRD 7613829 · Named on Form ADV at one SEC-registered adviser

At a glance

Old Oak Financial Planning, Inc., an SEC-registered wealth manager based in Brighton, MI with $160 million in regulatory assets, lists Stacy R. Starr on its Form ADV as Registered Investment Advisor.

Firms and roles

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Stacy’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Mark E. GarbacikPresident/chief Compliance Officer, Old Oak Financial Planning, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Stacy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.