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Employer firm

Secure Asset Management, L.l.c. CRD 144046

$871M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Secure Asset Management, L.L.C.

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-05-28
  • CO RA
    APPROVED
    Since 2024-05-28

Branch Locations

1219 Lake Plaza Drive Suite A, Colorado Spring, CO 80906 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Citizens Bank Dallas TX 06/2015 06/2018
Edward Jones St. Louis MO 07/2018 02/2021
Western International Securities, Inc. Pasadena CA 02/2021 05/2024
Secure Asset Management Colorado Springs CO 05/2024 Present
Aurora Securities Inc Colorado Springs CO 05/2024 Present
  • 06/2015 → 06/2018
    First Citizens Bank
    Dallas, TX
  • 07/2018 → 02/2021
    St. Louis, MO
  • 02/2021 → 05/2024
    Western International Securities, Inc.
    Pasadena, CA
  • 05/2024 → Present
    Secure Asset Management
    Colorado Springs, CO
  • 05/2024 → Present
    Aurora Securities Inc
    Colorado Springs, CO
Previous Registrations
  • 2021-02-05 → 2024-05-30
    Western International Securities, Inc.
    Colorado Springs, CO
    Colorado Springs, CO
    Pasadena, CA
  • 2018-09-06 → 2021-02-09
    Woodland Park, CO
    St Louis, MO
    Colorado Springs, CO
    Woodland Park, CO
    Colorado Springs, CO
Other Businesses

1) Accident & Health, Life, and Variable Insurance; Investment-Related; Agent 2) Evergreen Excavation LLC (formerly named Reynolds Ranching LLC); Non Investment-Related; Woodland Park, CO; Owner / Partner; 2018 start date 3) Evergreen Planning & Investments; Investment-Related; DBA for Securities Business; 2021 start date. 4) Colorado Secretary of State; Non Investment-Related; Notary Public 5) Colorado Division of Real Estate; Investment-Related; Mortgage Loan Financing; Mortgage Loan Originator 6) Rise Aesthetic Institute (formerly MReynolds LLC); not investment related; Colorado Springs, CO; Partner of skincare and beauty/wellness firm; start date 6/2023 and 5/2022 respectively, 7) Evergreen Real Estate Realty Group will go live once Mr. Reynolds passed his real estate license); Investment-related, same address; owner.; Evergreen 360 based in Colorado Springs, CO; owner; DBA for investment related services. start: 10/14/2025, full time 40 hrs/wk. name; PCS Partners investment-related; address; 7450 Campus Drive, Suite 100 Colorado Springs CO 80920 nature business; real estate broker or dealer position; Real Estate Independent Contractor start date; 2025-12-15 hours/month devoted to business; 0 hours devoted to business outside securities trading hours; 0

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-04
  • S66 Uniform Combined State Law Examination
    2018-09-04
Other Names
  • Ryan Reynolds
  • Ryan Reynolds
  • Ryan S. Reynolds

View on SEC IAPD

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