Business Description

The Center for Financial Management One, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We provide a comprehensive and personal service, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability to provide financial independence.

Lynn M. Vance is the owner of the Center for Financial Management One, L.L.C. Her areas of focus include the preparation of financial plans, retirement planning and investment management.

Lynn is a FINRA-licensed Registered Representative offering Securities through Mutual Service Corporation, Member FINRA/SIPC, located in West Palm Beach, Florida, with stock and bond clearing capabilities through a publicly traded clearing firm, Pershing LLC. In 1982 Lynn earned her CERTIFIED FINANCIAL PLANNER® professional, CFP® designation from the College for Financial Planning in Denver, Colorado. She is also a member of The Financial Planning Association, and its Michigan chapter. Lynn is on the Community Advisory Board of the Bank of Bloomfield Hills, as well as other professional and business organizations.

General Information

Gender:

Female

CRD#:

#850046

Insurance License#:

0033567

Name of Broker/Dealer:

Mutual Service Corporation

Name of Custodial Firm:

LPL Financial

States Licensed in:

MI, AL, AZ, CA, CT, FL, GA, HI, IL, KY, MA, MN, NC, OH, OR, PA,TX, VA

Years of Experience in Financial Services:

Number of Years with Current Firm:

Work Experience:

33 years of experience, Independently affiliated with the industry's largest independent broker dealer, Certified Financial Planner, have owned my own business since 1982

I work with the following types of clients:

Individual Investors, Businesses

Education

Academic Background

BA Western Michigan University 1974
CFP 1982

Services

Investment Types:

Alternative Investments, Options & Futures, managed account platforms, Mutual Funds, Bonds, Annuities, Stocks

Qualifications & Memberships

Certifications, Accreditations & Designations:

CERTIFIED FINANCIAL PLANNER™ Certificant

Securities Licenses:

Series 63, Series 7, Series 24

Insurance and Annuity Licenses:

Disability, Variable Life, Long Term Care, Variable Annuity, Annuity, Life, Health, Accident

Financial Organization Memberships:

Financial Planning Association (FPA)

Firm Information

Number of Advisors in Office:

Up to 10 employees

Advisor's Number of Clients:

170

Assets Managed by Advisor:

$50,000,000

Compliance

Registered Investment Advisor:

Yes

Registered Representative:

Yes

Investment Advisor Representative:

Yes

I am an acknowledged fiduciary:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

I am a fee-based financial professional:

Yes

Minimum Portfolio Size for New Managed Accounts:

$150,000

Compensation Methods:

Hourly, Based on Assets, Commissions, Flat Fee

Fee % Based on Assets:

.5-1.5%

Hourly Rate:

$150

Flat Fee Rate:

$950

Minimum Fee Charged for Managed Accounts:

$1500

Minimum Fee Charged for Hourly Planning Accounts: