Karen Noonan (CRD# 5972464) is an Investment Advisor Representative working at Secure Asset Management, LLC in Troy, MI and has over 13 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Secure Asset Management, LLC | Troy, MI | May 2016 - Current | 7 |
| Secure Investors Group | Troy, MI | Feb 2014 - Current | 10 |
| Krn Properties, LLC | Rochester, MI | Feb 2011 - Current | 13 |
| Great Lakes Financial & Tax Services | Rochester, MI | Feb 2010 - Current | 14 |
| Regal Investment Advisors | Kentwood, MI | Sep 2011 - Oct 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2011 |
- MI
-
Total Assets Under Management600MILLIONS
-
Total Number of Accounts3,698ACCOUNTS
-
Average Account Value$162,135
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV
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