James
Tietema

Secure Asset Management, L.L.C

CRD#6368404
Investment Advisor
in Troy, MI

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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

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

2565 West Maple Rd
Troy, MI 48084

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Secure Asset Management, L.L.C Brokerage Details

Total Assets Under Management

$439,981,505

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

37

MI Average: 21
Total Number of Accounts

2,376

MI Average: 1,586
Average Account Size

$185,177

MI Average: $594,845

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.*

2022 - Present (2 years)

Secure Asset Management, L.L.C

2022 - Present (2 years)

Secure Investors Group

2018 - Present (6 years)

Wells Fargo Clearing, LLC

2017 - 2018 (1 year)

Securian Financial Services Inc

2017 - 2018 (1 year)

Minnesota Life Insurance Co

2017 - 2018 (1 year)

Wealth Strategies Financial Group

2016 - 2017 (1 year)

Cuso Financial Services, Lp

2014 - 2016 (2 years)

Hs&C Wealth Management

2014 - 2017 (3 years)

Ameriprise Financial Services, Inc

2013 - 2014 (1 year)

Farm Bureau

2012 - 2014 (2 years)

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

Eric Spencer
Bloomfield, MI
Thomas Badders
Troy, MI
James Tietema
Troy, MI
Bradley Davis
Troy, MI
Lori Kamen
Troy, MI
Weslee Phelps
Fort Wayne, IN
Bradley Davidson
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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