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Mark John Mueller

Secure Asset Management, LLC

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About Mark John Mueller

Mark John Mueller is a financial advisor with over 30 years of experience in the industry. He is currently registered with Secure Asset Management, LLC in Michigan. Mark has a strong background in investment advisory and securities services. Mark also has experience in insurance, holding the ownership of TMR and Associates Inc., an insurance agency. Mark’s focus is on providing financial planning and portfolio management services to individuals and other investment advisors.

Firm Information

Mark Mueller 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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Mark Mueller’s Registration & Firm History

MI

09/23/2021 - Present

Secure Asset Management, LLC (Bloomfield Hills MI)

MI

11/21/2003 - 09/24/2021

SIGMA FINANCIAL CORPORATION (DETROIT MI)

CT

10/15/1993 - 11/07/2003

ING FINANCIAL ADVISERS, LLC (WINDSOR CT)

CT

01/18/1991 - 10/15/1993

AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)

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Licenses & Designations

IA

Issued 04/15/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/26/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/16/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark John Mueller.
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