Find the Certified Financial Planner™
Who's right for you.

Colleen Theuerkauf, CFP®, AIF®, MBA

Stroko MacWilliams-Wolf Wealth Management Team of Raymond James

31500 Northwestern Hwy
Suite 150
Farmington Hills, MI 48334
Phone: (248) 608-8835
Fax: (248) 626-2574

Toll-free: (800) 548-8008

Household Income Minimum: $150,000
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Employee Benefits
  • Government & Military
  • Mutual Funds
  • Irregular Income
  • Getting Married
  • Job Loss
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Startup
  • Succession Planning
  • Tangible Assets
  • Long-term Care
  • Sudden Wealth
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.