Planning Alternatives Ltd
Legal Name: PLANNING ALTERNATIVES LTD
Full Contact Details
Planning Alternatives Ltd
36800 WOODWARD AVE., SUITE 200, BLOOMFIELD HILLS, MI
248-645-1520
248-645-2661
Other Info
Planning Alternatives Ltd, legally known as PLANNING ALTERNATIVES LTD, is a Michigan Corporation that operates with a team of 24 employees, 12 of whom work in advisory roles. This well-established firm caters to one client and holds an SEC status of Approved, with a registration date going as far back as Feb 2, 1983, reflecting its credibility and experience in the industry.
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