Planning Alternatives Ltd

Planning Alternatives Ltd (CRD# 110268) is a financial advisory firm headquartered in Birmingham, MI. They manage $1,155,601,417 in 667 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,156
    MILLION
  • Total Number of Accounts
    667
    ACCOUNTS
  • Average Account Value
    $1,732,536
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
The map below shows states where this firm has explicit registration only.

CA, CO, FL, GA, IL, MA, MI, NC, NE, OH, TX, WA, WY

Financial Advisors at Planning Alternatives Ltd
Showing 1 - 7 of 7 top financial advisors.
1
Stacey M. Gomez
CRD#: 2883903
255 South Old Woodward Ave., Suite 310, Birmingham, MI 48009

Stacey Gomez (CRD# 2883903) is an Investment Advisor Representative working at Planning Alternatives Ltd in Birmingham, MI and has over 26 years of experience in the finance industry.

2
Patrick C. Hannon
CRD#: 5852224
255 South Old Woodward Ave., Suite 310, Birmingham, MI 48009

Patrick Hannon (CRD# 5852224) is an Investment Advisor Representative working at Planning Alternatives Ltd in Birmingham, MI and has over 13 years of experience in the finance industry.

3
James F. Long
CRD#: 4757683
255 South Old Woodward Ave., Suite 310, Birmingham, MI 48009

James Long (CRD# 4757683) is an Investment Advisor Representative working at Planning Alternatives Ltd in Birmingham, MI and has over 19 years of experience in the finance industry.

4
Roderick C. Meloni
CRD#: 6238057
255 South Old Woodward Ave., Suite 310, Birmingham, MI 48009

Roderick Meloni (CRD# 6238057) is an Investment Advisor Representative working at Planning Alternatives Ltd in Birmingham, MI and has 1 year of experience in the finance industry.

5
Nathan M. Mersereau
CRD#: 2451746
255 South Old Woodward Ave., Suite 310, Birmingham, MI 48009

Nathan Mersereau (CRD# 2451746) is an Investment Advisor Representative working at Planning Alternatives Ltd in Birmingham, MI and has over 30 years of experience in the finance industry.

6
Kent W. Golightly
CRD#: 7169662
255 South Old Woodward Ave., Suite 310, Birmingham, MI 48009

Kent Golightly (CRD# 7169662) is an Investment Advisor Representative working at Planning Alternatives Ltd in Birmingham, MI and has over 4 years of experience in the finance industry.

7
Michael D. Schmidtke
CRD#: 5356594
255 South Old Woodward Ave., Suite 310, Birmingham, MI 48009

Michael Schmidtke (CRD# 5356594) is an Investment Advisor Representative working at Planning Alternatives Ltd in Birmingham, MI and has over 2 years of experience in the finance industry.

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