Secure Asset Management, LLC

Secure Asset Management, LLC (CRD# 144046) is a financial advisory firm headquartered in Troy, MI. They manage $599,576,285 in 3,698 accounts and serve the financial needs of clients across 38 states (or territories).

By the Numbers
  • Total Assets Under Management
    600
    MILLION
  • Total Number of Accounts
    3,698
    ACCOUNTS
  • Average Account Value
    $162,135
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV

Financial Advisors at Secure Asset Management, LLC
Showing 1 - 10 of 28 top financial advisors.
1
Michael L. Albertson
CRD#: 5440171
130 West Main Street, Suite 100, Fort Wayne, IN 46802

Michael Albertson (CRD# 5440171) is an Investment Advisor Representative working at Secure Asset Management, LLC in Fort Wayne, IN and has over 16 years of experience in the finance industry.

2
Taylor W. Armstrong
CRD#: 6984140
650 Ne Holliday Drive, Suite 1600, Portland, OR 97232

Taylor Armstrong (CRD# 6984140) is an Investment Advisor Representative working at Secure Asset Management, LLC in Portland, OR and has over 5 years of experience in the finance industry.

3
Roger W. Bowlin
CRD#: 1905652
1 Market Street, 36th Floor, San Francisco, CA 94105

Roger Bowlin (CRD# 1905652) is an Investment Advisor Representative working at Secure Asset Management, LLC in San Francisco, CA and has over 35 years of experience in the finance industry.

4
Michael R. Cave
CRD#: 4183740
2565 West Maple Rd, Troy, MI 48084

Michael Cave (CRD# 4183740) is an Investment Advisor Representative working at Secure Asset Management, LLC in Troy, MI and has over 23 years of experience in the finance industry.

5
Craig T. Conley
CRD#: 5236746
2565 West Maple Rd, Troy, MI 48084

Craig Conley (CRD# 5236746) 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
Brian D. Dudley
CRD#: 4014477
20451 Corby Street, Suite 1b, Elkhorn, NE 68022

Brian Dudley (CRD# 4014477) is an Investment Advisor Representative working at Secure Asset Management, LLC in Elkhorn, NE and has over 19 years of experience in the finance industry.

7
Jeremy B. Goldstein
CRD#: 2268498
2565 West Maple Rd, Troy, MI 48084

Jeremy Goldstein (CRD# 2268498) is an Investment Advisor Representative working at Secure Asset Management, LLC in Troy, MI and has over 31 years of experience in the finance industry.

8
Clark D. Harris
CRD#: 2730928
2565 West Maple Rd, Troy, MI 48084

Clark Harris (CRD# 2730928) is an Investment Advisor Representative working at Secure Asset Management, LLC in Troy, MI and has over 27 years of experience in the finance industry.

9
Eric P. Hornyak
CRD#: 3021265
2565 West Maple Rd, Troy, MI 48084

Eric Hornyak (CRD# 3021265) is an Investment Advisor Representative working at Secure Asset Management, LLC in Troy, MI and has over 25 years of experience in the finance industry.

10
Gregg W. Huxley
CRD#: 3060431
2565 West Maple Rd, Troy, MI 48084

Gregg Huxley (CRD# 3060431) is an Investment Advisor Representative working at Secure Asset Management, LLC in Troy, MI and has over 25 years of experience in the finance industry.

1 2 3 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.