Planning Alternatives Ltd

Planning Alternatives Ltd (CRD# 110268) is a financial advisory firm headquartered in Bloomfield Hills, MI. They manage $1,001,783,742 in 2,198 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,002
    MILLION
  • Total Number of Accounts
    2,198
    ACCOUNTS
  • Average Account Value
    $455,771
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
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, IN, MA, MI, NC, NY, OH, PA, TN, TX

Financial Advisors at Planning Alternatives Ltd
Showing 1 - 10 of 16 top financial advisors.
1
Daniel E. Cook
CRD#: 5763736
36800 Woodward Ave., Ste. 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 7 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 26 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
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 7 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.

4
James F. Long
CRD#: 4757683
36800 Woodward Ave., Suite 200, Bloomfield Hills, MI 48304
96
Wealthminder
score

James Long (CRD# 4757683) is an Investment Advisor Representative working at Planning Alternatives Ltd in Bloomfield Hills, MI and has over 14 years of experience in the finance industry. James Long 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 Ave., 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 24 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 33 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
Nicole G. Wirick
CRD#: 5394960
36800 Woodward Ave., Suite 200, Bloomfield Hills, MI 48304
96
Wealthminder
score

Nicole Wirick (CRD# 5394960) is an Investment Advisor Representative working at Planning Alternatives Ltd in Bloomfield Hills, MI and has over 10 years of experience in the finance industry. Nicole Wirick 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.

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 20 years of experience in the finance industry.

9
Julie E. Hall
CRD#: 4663254
36800 Woodward Ave., Suite 200, Bloomfield Hills, MI 48304
93
Wealthminder
score

Julie Hall (CRD# 4663254) is an Investment Advisor Representative working at Planning Alternatives Ltd in Bloomfield Hills, MI and has over 14 years of experience in the finance industry.

10
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 18 years of experience in the finance industry.

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