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).
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Total Assets Under Management1,156MILLION
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Total Number of Accounts667ACCOUNTS
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Average Account Value$1,732,536
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, FL, GA, IL, MA, MI, NC, NE, OH, TX, WA, WY
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.
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.
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.
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.
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.
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.
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.