Stacy Starr has been Registered Investment Advisor of Old Oak Financial Planning since August 2022, is not listed as a control person, but directly owns under 5% of the firm. Stacy Starr holds a Bachelor of Arts in Psychology from Albion College.
Old Oak Financial Planning, Inc. is a Brighton, MI firm with $160M under management, 264 clients and 2 advisers in one office, as of its March 2026 filing.
Stacy Starr is Registered Investment Advisor of Old Oak Financial Planning, Inc. Mr. Starr passed the Series 65 examination in July 2022. From April 2014 to June 2022 he worked at Quicken Loans/Rocket Mortgage in Detroit, Michigan, as Mortgage Loan Originator, Training Consult and National Account Executive.
- – present · 4 yearsBrighton, MI · Adviser representative · Firm CRD 122500
Investment adviser representative registrations
Stacy Starr is registered as an investment adviser representative in Michigan, since August 2022.
- MichiganSince 11 August 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 July 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Stacy Ray Starr
- CRD
- 7613829
- Firm
- Old Oak Financial Planning · CRD 122500
- Role
- Registered Investment Advisor
- Office
- 7077 FIELDCREST DR., SUITE 400, Brighton, MI 48116
- Registration
- Investment adviser registration
- In the industry since
- August 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- oldoakfinancial.com
Where does Stacy Starr work?
Stacy Starr has been Registered Investment Advisor of Old Oak Financial Planning, Inc. since August 2022.
Is Stacy Starr a financial advisor?
Yes. Stacy Starr has a current investment-adviser registration in Michigan, through Old Oak Financial Planning since August 2022.
How many years of experience does Stacy Starr have?
Stacy Starr has 4 years in the financial industry, since August 2022, across 1 adviser firm.
What exams has Stacy Starr passed?
Stacy Starr passed the Series 65 in July 2022.
Where is Stacy Starr based?
Stacy Starr’s registered office is in Brighton, MI.
Is Stacy Starr registered with FINRA?
No. Stacy Starr has no current broker registration.
How can I verify Stacy Starr’s record?
Search CRD 7613829 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stacy Starr’s full registration record.
