Mark Mueller (CRD# 2067097) is an Investment Advisor Representative working at Secure Asset Management, LLC in Bloomfield Hills, MI and has over 20 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aurora Securities, Inc. | Bloomfield Hills, MI | Sep 2021 - Current | 2 |
| Secure Asset Management, LLC | Bloomfield Hills, MI | Sep 2021 - Current | 2 |
| Titan Wealth Advisors, LLC | Bloomfield Hills, MI | Sep 2021 - Current | 2 |
| Tmr And Associates, Inc. | Detroit, MI | Jan 1991 - Current | 33 |
| Spc | Detroit, MI | Apr 2019 - Sep 2021 | 2 |
| Sigma Financial Corporation | Ann Arbor, MI | Nov 2003 - Sep 2021 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2004 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2019 |
- MI
-
Total Assets Under Management600MILLIONS
-
Total Number of Accounts3,698ACCOUNTS
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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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