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Evan Robert Akers

Secure Asset Management, LLC

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About Evan Robert Akers

Evan Robert Akers is a financial professional with a focus on providing investment advice. Evan joined Secure Asset Management, LLC in June 2024 and has been an active financial professional since May 2024. Evan is a licensed investment advisor representative in Washington. Prior to joining Secure Asset Management, LLC, Evan worked at VIUM Capital, Merrill Lynch and Curl Market - The Ohio State University. Evan has a Series 7TO, Series 66 and SIE licenses. In addition to being a financial advisor, Evan is also a research analyst for Real Estate Transition Solutions.

Firm Information

Evan Akers 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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Evan Akers’s Registration & Firm History

CA

06/18/2024 - Present

Secure Asset Management, LLC (Granada Hills CA)

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Licenses & Designations

BOTH

Issued 06/03/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/10/2024

Series 7TO - General Securities Representative Examination

BC

Issued 01/27/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Evan Robert Akers.
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