Michael
Albertson
Secure Asset Management, L.L.C
Answer a few questions and
get matched with an advisor.
About this Advisor
Michael Albertson is a financial advisor who works out of Fort Wayne, Indiana, who has 5 years of industry experience. Albertson currently works for Secure Asset Management, L.L.C. During their career, Albertson has held roles at Indiana Tax Advisory Group, Inc, Tradewell Tax & Financial, LLC, Fusion Investment Advisors, LLC, Usa Financial Securities and Secure Asset Management, L.L.C. Albertson holds a Series 65 license, qualifying them as an investment advisor representative, and is approved to serve investors in Indiana and Texas. Secure Asset Management, L.L.C is an advisory firm that has its headquarters in Troy, MI. The investment advisory business has offices in 15 locations and a total of 37 employees. It administers $440 million in assets under management across its 2,376 client accounts, placing it among the larger investment advisory firms in the nation by assets under management. Of its 2,376 customer accounts, just 3% belong to high-net-worth individuals who have greater than $1 million in assets. Secure Asset Management, L.L.C offers a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors typically depend on which service is provided. Fees billed by Secure Asset Management, L.L.C can be comprised of any blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Secure Asset Management, L.L.C Brokerage Details
$439,981,505
37
2,376
$185,177
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Michael Albertson Work History
Michael has been registered as a financial advisor for 5 years.*
Secure Asset Management, L.L.C
Tradewell Tax & Financial, LLC
Indiana Tax Advisory Group, Inc
Usa Financial Securities
Fusion Investment Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Albertson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Secure Asset Management, L.L.C
Bloomfield, MI
Troy, MI
Troy, MI
Fort Wayne, IN
Troy, MI
Ladera Ranch, CA
Troy, MI
Troy, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
