Secure Asset Management, LLC

Secure Asset Management, LLC (CRD# 144046) is a financial advisory firm headquartered in Troy, MI. They manage $35,400,000 in 374 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    374
    ACCOUNTS
  • Average Account Value
    $94,652
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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.

MI, TX

Financial Advisors at Secure Asset Management, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Jason W. Baird
CRD#: 5565956
2565 West Maple Rd, Troy, MI 48084
93
Wealthminder
score

Jason Baird (CRD# 5565956) is an Investment Advisor Representative working at Secure Asset Management, LLC in Troy, MI and has over 9 years of experience in the finance industry.

2
Maria E. Bongiovanni
CRD#: 5208444
2565 West Maple Rd, Troy, MI 48084
93
Wealthminder
score

Maria Bongiovanni (CRD# 5208444) is an Investment Advisor Representative working at Secure Asset Management, LLC in Troy, MI and has over 10 years of experience in the finance industry.

3
William A. Thomas
CRD#: 5091838
2565 West Maple Rd, Troy, MI 48084
93
Wealthminder
score

William Thomas (CRD# 5091838) is an Investment Advisor Representative working at Secure Asset Management, LLC in Troy, MI and has over 11 years of experience in the finance industry.

4
Randall E. Joseph
CRD#: 6119477
2565 West Maple Rd, Troy, MI 48084
90
Wealthminder
score

Randall Joseph (CRD# 6119477) is an Investment Advisor Representative working at Secure Asset Management, LLC in Troy, MI and has over 5 years of experience in the finance industry.

5
Karen R. Noonan
CRD#: 5972464
2565 West Maple Rd, Troy, MI 48084
90
Wealthminder
score

Karen Noonan (CRD# 5972464) is an Investment Advisor Representative working at Secure Asset Management, LLC in Troy, MI and has over 6 years of experience in the finance industry.

6
Michael R. Cave
CRD#: 4183740
2565 West Maple Rd, Troy, MI 48084
83
Wealthminder
score

Michael Cave (CRD# 4183740) is an Investment Advisor Representative working at Secure Asset Management, LLC in Troy, MI and has over 17 years of experience in the finance industry.

7
Eric C. Spencer
CRD#: 2605945
Bloomfield Hills, MI
83
Wealthminder
score

Eric Spencer (CRD# 2605945) is an Investment Advisor Representative working at Secure Asset Management, LLC in Bloomfield Hills, MI and has over 21 years of experience in the finance industry.

8
Lawrence C. Spencer
CRD#: 2150332
2565 West Maple Rd, Troy, MI 48084
83
Wealthminder
score

Lawrence Spencer (CRD# 2150332) is an Investment Advisor Representative working at Secure Asset Management, LLC in Troy, MI and has over 19 years of experience in the finance industry.

9
Kenneth W. Wittenberg
CRD#: 2571037
2565 West Maple Rd, Troy, MI 48084
73
Wealthminder
score

Kenneth Wittenberg (CRD# 2571037) is an Investment Advisor Representative working at Secure Asset Management, LLC in Troy, MI and has over 22 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.