Christopher
Hylen

Planning Alternatives LTD

CRD#2298614
Investment Advisor
in Birmingham, MI

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About this Advisor

Christopher Hylen is a certified financial planner working out of Birmingham, Michigan with 2 years of industry experience. Hylen currently works for Planning Alternatives LTD. Their career trajectory has included roles at Cnl Securities Corporation, Planning Alternatives, LTD, Water Oak Advisors, LLC, Lpl Financial, Northern Lights Distributors, LLC and Swan Global Investments, LLC. Hylen has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Michigan. Planning Alternatives LTD is a firm that has its headquarters in Birmingham, MI. The company has offices in two locations and a total of 24 advisors. It administers $1 billion in assets across its 665 client accounts, placing it among the bigger financial advisory firms in the nation by assets under management. The firm provides financial advice to four charities and foundations. Of its 665 customer accounts, 38% belong to high-net-worth individuals who have greater than $1 million in assets. Planning Alternatives LTD provides a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial management typically depend on the type of financial services. Fee types billed by Planning Alternatives LTD most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

255 South Old Woodward Ave. Suite 310
Birmingham, MI 48009-6615

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Planning Alternatives LTD Brokerage Details

Total Assets Under Management

$1,020,424,265

MI Average: $943,424,332
Total Number of Employees

24

MI Average: 21
Total Number of Accounts

665

MI Average: 1,586
Average Account Size

$1,534,473

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Christopher Hylen Work History

Christopher has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Planning Alternatives, LTD

2018 - 2021 (3 years)

Northern Lights Distributors, LLC

2018 - 2021 (3 years)

Swan Global Investments, LLC

2016 - 2018 (2 years)

Cnl Securities Corporation

2013 - 2016 (3 years)

Lpl Financial

2006 - 2013 (7 years)

Water Oak 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 Christopher Hylen 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 Planning Alternatives LTD

Edwin Shaw
Birmingham, MI
Michael Carmona
Birmingham, MI
Patrick Hannon
Birmingham, MI
Kent Golightly
Birmingham, MI
Michael Schmidtke
Birmingham, MI
Stacey Gomez
Birmingham, MI
Nathan Mersereau
Birmingham, MI
Christopher Hylen
Birmingham, 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.

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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.

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