James
Tietema
Secure Asset Management, L.L.C
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About this Advisor
James Tietema is a financial advisor based in Troy, Michigan with a total of 1 year of relevant experience. Tietema is an employee of Secure Asset Management, L.L.C. During their career, Tietema has held roles at Hs&C Wealth Management, Farm Bureau, Spring Stead High School, Ameriprise Financial Services, Inc, Cuso Financial Services, Lp, Securian Financial Services Inc, Minnesota Life Insurance Co, Wealth Strategies Financial Group, Wells Fargo Clearing, LLC, Secure Asset Management, L.L.C and Secure Investors Group. Tietema maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Michigan. Secure Asset Management, L.L.C is a firm that has its headquarters in Troy, MI. It has offices in 15 locations and a total of 37 people on staff. It administers $440 million in total assets among its 2,376 customer accounts, making it one of the bigger firms in the country by assets under management. Of its 2,376 client accounts, just 3% are held by high-net-worth individuals who have more than $1 million in assets. The advisory firm has a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees usually depend on which services the firm provides the client. However, fees charged by Secure Asset Management, L.L.C can include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
James Tietema Work History
James has been registered as a financial advisor for 1 years.*
Secure Asset Management, L.L.C
Secure Investors Group
Wells Fargo Clearing, LLC
Securian Financial Services Inc
Minnesota Life Insurance Co
Wealth Strategies Financial Group
Cuso Financial Services, Lp
Hs&C Wealth Management
Ameriprise Financial Services, Inc
Farm Bureau
Spring Stead High School
*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 James Tietema 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
Troy, MI
Troy, MI
Troy, MI
Fort Wayne, IN
Ladera Ranch, CA
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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