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Inactive

Nathan Mark Mersereau

Planning Alternatives Ltd

Birmingham, MI

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Current Employers
Planning Alternatives Ltd

255 South Old Woodward Ave. Suite 310, Birmingham, MI 48009-6615 • United States

Current Registrations

AuthorityCategoryStatusDate
WY RA APPROVED 2023-03-30
MI RA APPROVED 2018-02-14
  • WY RA
    APPROVED
    Since 2023-03-30
  • MI RA
    APPROVED
    Since 2018-02-14

Branch Locations

255 South Old Woodward Ave. Suite 310, Birmingham, MI 48009-6615 • 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
Planning Alternatives, Ltd. Bloomfield Hills MI 04/2009 07/2021
Wealthcare Advisors, Llc Bloomfield Hills MI 11/2011 02/2018
Planning Alternatives, Ltd. Birmingham MI 07/2021 Present
Previous Registrations
  • 2010-05-03 → 2018-02-09
    Planning Alternatives Ltd
    Bloomfield Hills, MI
  • 2012-04-18 → 2018-02-09
    Wealthcare Advisors, Llc
    Bloomfield Hills, MI
  • 2007-03-07 → 2009-12-31
    Oakland Wealth Management, Inc.
    Southfield, MI
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-03-04
  • S63 Uniform Securities Agent State Law Examination
    1994-03-04
Designations

View on SEC IAPD

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Other Offices

J.P. MORGAN SECURITIES LLC · Birmingham, MI
WELLS FARGO CLEARING SERVICES, LLC · BIRMINGHAM, MI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BIRMINGHAM, MI
RISK PARADIGM GROUP, LLC · Birmingham, MI
WELLS FARGO CLEARING SERVICES, LLC · BIRMINGHAM, MI
INNOVIA WEALTH, LLC · Birmingham, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · BIRMINGHAM, MI
TOWNSEND STREET CAPITAL MANAGEMENT · BIRMINGHAM, MI

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