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Premier Estate Planners, LLC CRD 122638
$227M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
16950 19 Mile Rd Suite 4, Clinton Township, MI 48038 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-11-15 |
Branch Locations
16950 19 Mile Road Suite 4, Clinton Township, MI 48038 • United States
2 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Secure Asset Management, Llc | Clinton Twp | MI | 02/2022 | 05/2025 |
| Premier Estate Planners, Llc | Clinton Twp | MI | 07/2002 | Present |
Licensed Insurance Agent; Investment Related; Macomb Marketing LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 1985-03-22 |
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