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Michael Paul Masserant

C2 Private Wealth

Novi, MI

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Current Employers
C2 Private Wealth

29409 Haggerty Road Suite 200, Novi, MI 48377 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-01-01
TX RA APPROVED_RES 2024-07-18
  • MI RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED_RES
    Since 2024-07-18

Branch Locations

29409 Haggerty Road Suite 200, Novi, MI 48377 • 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
Strategic Investment Advisors, Inc. Livonia MI 12/2019 Present
Senior Planning Advisors, Inc. Livonia MI 02/2019 Present
Lumin Financial Southfield MI 01/2016 02/2019
  • 12/2019 → Present
    Strategic Investment Advisors, Inc.
    Livonia, MI
  • 02/2019 → Present
    Senior Planning Advisors, Inc.
    Livonia, MI
  • 01/2016 → 02/2019
    Lumin Financial
    Southfield, MI
Other Businesses

SENIOR PLANNING ADVISORS, INC.; INVESTMENT RELATED; LIVONIA, MI; INSURANCE SERVICES AND PRODUCT SALES; INSURANCE AGENT; START 02/2019; APPROXIMATELY 50% OF TIME SPENT IN THIS BUSINESS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-10-18
  • S65 Uniform Investment Adviser Law Examination
    2019-10-18
Designations

View on SEC IAPD

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