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Zachary Kocurek

Secure Asset Management, LLC

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About Zachary Kocurek

Zachary Kocurek is a registered investment advisor representative with Secure Asset Management, LLC. Zachary has been in the industry for 3 years and has a Series 63, Series 65 and Series 22TO licenses. Zachary has a Bachelor of Science degree from Texas A&M University. Zachary is a member of the National Association of Realtors and the Texas Real Estate Commission. Zachary specializes in providing investment advice to individuals and families, as well as to business owners. Zachary Kocurek is committed to providing his clients with personalized financial advice to help them achieve their financial goals.

Firm Information

Zachary Kocurek 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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Zachary Kocurek’s Registration & Firm History

WA

12/04/2023 - Present

Secure Asset Management, LLC (Kirkland WA)

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Licenses & Designations

IA

Issued 11/02/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/25/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/04/2023

Series 22TO - Direct Participation Programs Representative Examination

BC

Issued 02/06/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zachary Kocurek.
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