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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

FINANCIAL FREEDOM HOUSE

CYGNET FINANCIAL PLANNING INC., CRD 123430

WATERFORD, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:be53cdec-1cb7-e664-0ab4-4a228fa983d9

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 3
On other graphs: 0
Observed: Mar 29, 2012 to Mar 27, 2026
12 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.72 fund_share=0.0 institutional_share=0.28 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $213MItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $213M
Private client RAUM: $154MderivedItem 5.D individuals plus high net worth individuals
Private client share: 72%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $35.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 6
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 533
Individual clients: 473
High net worth clients: 50
SEC number: 801-113800
CRD: 123430
Filings on the tape: 12
First filed: Mar 29, 2012
Latest filed: Mar 27, 2026
Organised: Corporation, MI
Website: financialfreedomhouse.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
THEODORE NMN LAKKIDES	Certified Financial Planner	WATERFORD, MI	15	45	n/a	no
BRIAN STEPHEN LAKKIDES	n/a	WATERFORD, MI	15	29	n/a	no
JAMES C DENNY	n/a	Pittsburgh, PA \| WATERFORD, MI	13	26	1	no
BRIAN JAMES MCISAAC	n/a	WATERFORD, MI	5	27	n/a	no
AARON ANDREW CARY	n/a	WATERFORD, MI	1	14	n/a	no
DARWIN LEE MOORE	n/a	WATERFORD, MI	0	16	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CARY, AARON, ANDREW	EXECUTIVE VICE PRESIDENT	Na	yes	11/2021	Mar 9, 2022	Mar 26, 2024
LAKKIDES, BRIAN, STEPHEN	CHIEF COMPLIANCE OFFICER	Na	yes	06/2018	Jul 9, 2018	Mar 26, 2024
LAKKIDES, THEODORE, NMN	Chairman	E	yes	10/2018	Mar 29, 2012	Mar 26, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
FIDUCIARY FIREWALL CONSULTING, INC.	n/a	n/a	n/a	N	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Southfield	Mi	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$213M	$213M	10	6	2	n/a	n/a
2024	Mar 19, 2025	$189M	$189M	9	5	2	n/a	n/a
2023	Mar 26, 2024	$174M	$174M	9	5	2	n/a	n/a
2022	Mar 27, 2023	$151M	$151M	8	5	2	n/a	n/a
2021	Mar 9, 2022	$176M	$176M	9	5	2	n/a	n/a
2020	Mar 11, 2021	$148M	$148M	9	5	2	n/a	n/a
2019	Mar 6, 2020	$137M	$137M	9	5	2	n/a	n/a
2018	Feb 20, 2019	$142M	$142M	9	5	2	n/a	n/a
2013	Apr 30, 2013	$41.0M	$41.0M	6	4	n/a	n/a	n/a
2012	Mar 29, 2012	$91.5M	$32.3M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$213M	$189M	12.8%	$151M	12.0%	10	9	2	2

Relationships

Registered with (6)

← DARWIN LEE MOOREAdvisorregistration: current employment
Dec 1, 2025 to presentfactForm ADV
← AARON ANDREW CARYAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← BRIAN JAMES MCISAACAdvisorregistration: current employment
Mar 19, 2021 to presentfactForm ADV
← JAMES C DENNYAdvisorregistration: previous registration
Dec 14, 2010 to Jul 15, 2013factForm ADV
← BRIAN STEPHEN LAKKIDESAdvisorregistration: current employment
Dec 21, 2010 to presentfactForm ADV
← THEODORE NMN LAKKIDESAdvisorregistration: current employment
Dec 14, 2010 to presentfactForm ADV

Controls (3)

← LAKKIDES, BRIAN, STEPHENOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jul 9, 2018 to Mar 26, 2024factForm ADV
← CARY, AARON, ANDREWOwnerEXECUTIVE VICE PRESIDENT, ownership code NA, individual
Mar 9, 2022 to Mar 26, 2024factForm ADV
← LAKKIDES, THEODORE, NMNOwnerCHAIRMAN, ownership code E, individual
Mar 29, 2012 to Mar 26, 2024factForm ADV

Dated events

Occurred
Mar 9, 2022
Control person joined
Andrew Aaron Cary (Executive Vice President) appeared on Schedule A of Financial Freedom House
Form ADVobserved 4 days ago
Occurred
Jul 9, 2018
Succession filed (Item 4)
Cygnet Financial Freedom House reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 4 days ago
Occurred
Jul 9, 2018
First Form ADV filing
Cygnet Financial Freedom House filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:be53cdec-1cb7-e664-0ab4-4a228fa983d9
First observed: Mar 29, 2012
Last observed: Mar 27, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FINANCIAL FREEDOM HOUSE

CYGNET FINANCIAL PLANNING INC., CRD 123430

WATERFORD, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:be53cdec-1cb7-e664-0ab4-4a228fa983d9

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:03 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

THEODORE NMN LAKKIDES

Certified Financial Planner

WATERFORD, MI

n/a

BRIAN STEPHEN LAKKIDES

n/a

WATERFORD, MI

n/a

JAMES C DENNY

n/a

Pittsburgh, PA | WATERFORD, MI

BRIAN JAMES MCISAAC

n/a

WATERFORD, MI

n/a

AARON ANDREW CARY

n/a

WATERFORD, MI

n/a

DARWIN LEE MOORE

n/a

WATERFORD, MI

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CARY, AARON, ANDREW

EXECUTIVE VICE PRESIDENT

yes

11/2021

Mar 9, 2022

Mar 26, 2024

LAKKIDES, BRIAN, STEPHEN

CHIEF COMPLIANCE OFFICER

yes

06/2018

Jul 9, 2018

Mar 26, 2024

LAKKIDES, THEODORE, NMN

Chairman

yes

10/2018

Mar 29, 2012

Mar 26, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

FIDUCIARY FIREWALL CONSULTING, INC.

n/a

City

State

Country

Employees

Also broker-dealer

Southfield

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$213M

n/a

2024

Mar 19, 2025

$189M

n/a

2023

Mar 26, 2024

$174M

n/a

2022

Mar 27, 2023

$151M

n/a

2021

Mar 9, 2022

$176M

n/a

2020

Mar 11, 2021

$148M

n/a

2019

Mar 6, 2020

$137M

n/a

2018

Feb 20, 2019

$142M

n/a

2013

Apr 30, 2013

$41.0M

n/a

2012

Mar 29, 2012

$91.5M

$32.3M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$213M

$189M

12.8%

$151M

12.0%