Karen R Noonan

Current Employers

Secure Asset Management, L.L.C.

2565 West Maple Rd, Troy, MI 48084 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2026-05-18

MI RA
APPROVED

Since 2026-05-18

Branch Locations

2565 West Maple Rd, Troy, MI 48084 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Great Lakes Financial & Tax Services	Rochester	MI	02/2010	Present
Secure Investors Group	Troy	MI	02/2014	Present
Secure Asset Management, Llc	Troy	MI	05/2016	Present
Krn Properties, Llc	Rochester	MI	02/2011	Present

02/2010 → Present

Great Lakes Financial & Tax Services

Rochester, MI
02/2014 → Present

Secure Investors Group

Troy, MI
05/2016 → Present

Secure Asset Management, Llc

Troy, MI
02/2011 → Present

Krn Properties, Llc

Rochester, MI

Previous Registrations

2011-09-16 → 2014-10-14

Regal Investment Advisors Llc

Rochester, MI

Kentwood, MI

Other Businesses

INDEPENDENT LIFE AND HEALTH INSURANCE SALES FROM SAME LOCATION AS SOLE PROPRIETOR. Insurance sales, commissions received from sale of insurance products. Owner of rental properties. No commissions.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2011-02-16

S65 Uniform Investment Adviser Law Examination

2011-02-16

Other Names

Karen R Bergman

View on SEC IAPD

Current Employers

Secure Asset Management, L.L.C.

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews