Secure Asset Management, LLC

Secure Asset Management, LLC (CRD# 144046) is a financial advisory firm headquartered in Troy, MI. They manage $96,432,080 in 75 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    96
    MILLION
  • Total Number of Accounts
    75
    ACCOUNTS
  • Average Account Value
    $1,285,761
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
  • Pension consulting services
  • 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.

AZ, CO, IL, MI, NY, OH, PA, TX

Financial Advisors at Secure Asset Management, LLC
Showing 1 - 10 of 15 top financial advisors.
1
Jay D. McClellan
CRD#: 1360920
8801 N. Main St Suite 201, Dayton, OH 45415
96
Wealthminder
score

Jay McClellan (CRD# 1360920) is an Investment Advisor Representative working at Secure Asset Management, LLC in Dayton, OH and has over 24 years of experience in the finance industry. Jay McClellan 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
William A. Thomas
CRD#: 5091838
2565 West Maple Rd, Troy, MI 48084
96
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. William Thomas 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
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.

4
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 11 years of experience in the finance industry.

5
Jeffrey A. Elford
CRD#: 5778129
2565 West Maple Rd, Troy, MI 48084
93
Wealthminder
score

Jeffrey Elford (CRD# 5778129) is an Investment Advisor Representative working at Secure Asset Management, LLC in Troy, MI and has over 7 years of experience in the finance industry.

6
Eric P. Hornyak
CRD#: 3021265
2565 West Maple Rd, Troy, MI 48084
93
Wealthminder
score

Eric Hornyak (CRD# 3021265) is an Investment Advisor Representative working at Secure Asset Management, LLC in Troy, MI and has over 20 years of experience in the finance industry.

7
Randall E. Joseph
CRD#: 6119477
2565 West Maple Rd, Troy, MI 48084
93
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.

8
Karen R. Noonan
CRD#: 5972464
2565 West Maple Rd, Troy, MI 48084
93
Wealthminder
score

Karen Noonan (CRD# 5972464) is an Investment Advisor Representative working at Secure Asset Management, LLC in Troy, MI and has over 7 years of experience in the finance industry.

9
Craig T. Conley
CRD#: 5236746
2565 West Maple Rd, Troy, MI 48084
87
Wealthminder
score

Craig Conley (CRD# 5236746) is an Investment Advisor Representative working at Secure Asset Management, LLC in Troy, MI and has 1 year of experience in the finance industry.

10
Michele F. Boyer
CRD#: 5046676
17011 Lincoln Avenue #428, Parker, CO 80134
83
Wealthminder
score

Michele Boyer (CRD# 5046676) is an Investment Advisor Representative working at Secure Asset Management, LLC in Parker, CO and has over 12 years of experience in the finance industry.

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