Planning Alternatives Ltd
Legal Name: PLANNING ALTERNATIVES LTD
Full Contact Details
Other Info
Planning Alternatives Ltd is legally known as PLANNING ALTERNATIVES LTD. It is a MI Corporation. This firm has 24 employees, of which 12 are employees in advisory roles. It serves 1 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Feb 2, 1983.
Home - Planning Alternatives
As a fiduciary who acts in your best interest, we design customized financial plans and manage portfolios to help grow and protect your wealth. Our goal is to develop a long-term relationship with you, while striving to reduce financial complexity at every stage of life, so you can spend time focusi…
Direct Owners
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FLORENCE ANNE AFFATATO
CHIEF LEGAL OFFICER/CHIEF COMPLIANCE OFFICER owns less than 5%
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MICHAEL D SCHMIDTKE
CHIEF OPERATING OFFICER/TREASURER owns less than 5%
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NATHAN MARK MERSEREAU
PRESIDENT owns 75% or more
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