Planning Alternatives Ltd

Planning Alternatives Ltd (CRD# 110268) is a financial advisory firm headquartered in Bloomfield Hills, MI. They manage $943,347,295 in 2,325 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    943
    MILLION
  • Total Number of Accounts
    2,325
    ACCOUNTS
  • Average Account Value
    $405,741
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, GA, IL, MA, MI, NC, NH, NY, OH, TN, TX

Financial Advisors at Planning Alternatives Ltd
Showing 1 - 10 of 12 top financial advisors.
1
Daniel E. Cook
CRD#: 5763736
36800 Woodward Ave., Suite 200, Bloomfield Hills, MI 48304
96
Wealthminder
score

Daniel Cook (CRD# 5763736) is an Investment Advisor Representative working at Planning Alternatives Ltd in Bloomfield Hills, MI and has over 6 years of experience in the finance industry. Daniel Cook has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Marilyn C. Dimitroff
CRD#: 836838
36800 Woodward Ave., Suite 200, Bloomfield Hills, MI 48304
96
Wealthminder
score

Marilyn Dimitroff (CRD# 836838) is an Investment Advisor Representative working at Planning Alternatives Ltd in Bloomfield Hills, MI and has over 25 years of experience in the finance industry. Marilyn Dimitroff has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Nicole S. Gopoian
CRD#: 5394960
36800 Woodward Ave, Suite 200, Bloomfield Hills, MI 48304
96
Wealthminder
score

Nicole Gopoian (CRD# 5394960) is an Investment Advisor Representative working at Planning Alternatives Ltd in Bloomfield Hills, MI and has over 9 years of experience in the finance industry. Nicole Gopoian has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Patrick C. Hannon
CRD#: 5852224
36800 Woodward Ave., Suite 200, Bloomfield Hills, MI 48304
96
Wealthminder
score

Patrick Hannon (CRD# 5852224) is an Investment Advisor Representative working at Planning Alternatives Ltd in Bloomfield Hills, MI and has over 5 years of experience in the finance industry. Patrick Hannon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Nathan M. Mersereau
CRD#: 2451746
36800 Woodward Avenue, Suite 200, Bloomfield Hills, MI 48304
96
Wealthminder
score

Nathan Mersereau (CRD# 2451746) is an Investment Advisor Representative working at Planning Alternatives Ltd in Bloomfield Hills, MI and has over 22 years of experience in the finance industry. Nathan Mersereau has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
William H. Vanover
CRD#: 818351
36800 Woodward Ave., Suite 200, Bloomfield Hills, MI 48304
96
Wealthminder
score

William Vanover (CRD# 818351) is an Investment Advisor Representative working at Planning Alternatives Ltd in Bloomfield Hills, MI and has over 32 years of experience in the finance industry. William Vanover has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Kristie K. Gheysens
CRD#: 4578636
36800 Woodward Avenue, Suite 200, Bloomfield Hills, MI 48304
93
Wealthminder
score

Kristie Gheysens (CRD# 4578636) is an Investment Advisor Representative working at Planning Alternatives Ltd in Bloomfield Hills, MI and has over 13 years of experience in the finance industry.

8
Stacey M. Gomez
CRD#: 2883903
36800 Woodward Ave., Suite 200, Bloomfield Hills, MI 48304
93
Wealthminder
score

Stacey Gomez (CRD# 2883903) is an Investment Advisor Representative working at Planning Alternatives Ltd in Bloomfield Hills, MI and has over 19 years of experience in the finance industry.

9
James C. Niedzinski
CRD#: 4122483
36800 Woodward Ave., Suite 200, Bloomfield Hills, MI 48304
93
Wealthminder
score

James Niedzinski (CRD# 4122483) is an Investment Advisor Representative working at Planning Alternatives Ltd in Bloomfield Hills, MI and has over 16 years of experience in the finance industry.

10
Roderick C. Meloni
CRD#: 6238057
36800 Woodward Ave., Suite 200, Bloomfield Hills, MI 48304
90
Wealthminder
score

Roderick Meloni (CRD# 6238057) is an Investment Advisor Representative working at Planning Alternatives Ltd in Bloomfield Hills, MI and has 1 year of experience in the finance industry. Roderick Meloni has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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