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Brian David Dudley

Secure Asset Management, LLC

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About Brian David Dudley

Brian Dudley is a registered investment advisor representative with Secure Asset Management, LLC. Brian has been in the financial services industry for over 18 years. Brian is licensed in Michigan and Nebraska and has a Series 7 and Series 66 securities licenses. Brian has experience with high-net-worth individuals and individuals other than high-net-worth individuals. Secure Asset Management, LLC provides financial planning, pension consulting, and portfolio management services.

Firm Information

Brian Dudley is currently registered with Secure Asset Management, LLC. Secure Asset Management, LLC is an investment advisor based in Troy, MI. The firm offers financial planning, portfolio management for individuals, and pension consulting services. They have a team of 24 licensed agents, 48 investment advisor representatives, and 26 registered representatives. Their regulatory assets under management total over $890 million, primarily serving high-net-worth individuals and individuals other than high-net-worth individuals.
Secure Asset Management, LLC

2565 WEST MAPLE RD

TROY, MI 48084

$890.03M

Assets Under Management

Not reported

Total Clients

41

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor for 3rd party money managers

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Brian Dudley’s Registration & Firm History

NE

11/21/2022 - Present

Secure Asset Management, LLC (Elkhorn NE)

PA

01/27/2006 - 01/06/2021

TD AMERITRADE, INC. (W. CONSHOCHOCKEN PA)

NE

09/13/2004 - 01/31/2006

AMERITRADE, INC. (OMAHA NE)

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Licenses & Designations

BOTH

Issued 09/24/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/10/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian David Dudley.
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