The Financial Center, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The Financial Center serves individuals, businesses, charitable organizations, estates and trusts by providing fee‑based financial planning, general consultations, educational seminars and referrals to third‑party advisers. The firm does not maintain discretionary portfolio management or assets under management itself; implementation and account management are arranged through third‑party providers (for example, Cambridge Investment Research Advisors, Inc.).
The firm’s work centers on long‑term, tailored financial planning and project‑based consultations that address specific needs such as retirement, tax or risk management, with fees and retainer arrangements agreed in advance and plans typically concluding upon delivery. Educational seminars and webinars are a recurring part of the offering—some sessions are arranged by an outside coordinator and provided at no charge while other courses may carry a fee—and advisory representatives are required to hold applicable securities and insurance licenses.
Distinctive features include material affiliations with other financial industry participants: advisory representatives also act as registered representatives of a broker‑dealer, serve as investment adviser representatives of a third‑party RIA, and the firm has an affiliated insurance agency that may receive commissions for sales; the brochure discloses these relationships and the potential conflicts they create. Because the firm neither custodizes client assets nor exercises discretionary trading or proxy voting, its business model—focused on planning, seminars and referral/implementation through affiliated channels—differs from many supported peers that primarily provide ongoing portfolio management for a percentage‑of‑AUM.
Client services
Expertise
Fee options
Flat fee project rates available for certain general consultation services.
Commissions earned by advisory representatives through brokerage transactions and insurance product sales via affiliated broker/dealer Cambridge Investment Research, Inc.
Hourly financial planning and consultation fees up to $300 per hour, depending on complexity.
Fee-only: Financial Planning fees up to $300 per hour, hourly rate up to $300 for General Consultations, flat fee project rates possible.
Main office
See office41895 Eleven Mile Road, Suite 102
Novi MI 48375-1806
Advisors at this office
1
Offices (3)
Most active in
Florida · Louisiana · Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
David R
Series 63, Series 65
Novi, MI
The Financial Center, LLC
David Robertson is a financial advisor with The Financial Center, LLC in Novi, MI, holding Series 63 and Series 65 licenses with 37 years of industry experience. He has worked with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc., alongside his longstanding role at The Financial Center. Outside of financial advising, he is an independent insurance agent. The Financial Center serves individuals, businesses, charitable organizations, estates, and trusts by providing fee-based financial planning, consultations, educational seminars, and referrals to third-party advisers. The firm focuses on long-term, tailored financial planning and project-based consultations, with implementation and account management arranged through third-party providers.
Rocco S
Series 63, Series 65
Livonia, MI
The Financial Center, LLC
Rocco Scarsella is a financial advisor with The Financial Center, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been affiliated with Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. since 2008. Outside of his advisory role, Scarsella serves as president of NICTON Inc., a company that owns an office building, and is involved in tax planning and business consulting through related entities. The Financial Center provides fee-based financial planning, general consultations, and educational seminars to individuals, high-net-worth clients, corporations, charitable organizations, estates, and trusts. The firm focuses on delivering tailored financial plans and project-based advice without exercising investment discretion, with implementation handled through third-party affiliates.
Timothy R
Series 66
Novi, MI
The Financial Center, LLC
Timothy Robertson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and six years of industry experience. He has worked at Cambridge Investment Research and The Financial Center, LLC since 2019 and 2020, respectively, and previously held a position at Quicken Loans. Robertson serves as a board member and volunteer for the Fairview Place Condo Association and is also an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services utilizing various account platforms and third-party strategists.
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