Unclaimed Profile

Nathan Mark Mersereau

PLANNING ALTERNATIVES LTD·BIRMINGHAM, Michigan

Series 7, Series 63Clean record19 years registeredPLANNING ALTERNATIVES LTD

255 SOUTH OLD WOODWARD AVE., BIRMINGHAM, MI 48009-6615CRD# 2451746Firm CRD# 110268

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Nathan Mark Mersereau · BIRMINGHAM, MI

Registration

CRD #2451746 · PLANNING ALTERNATIVES LTD · 19 years registered

Brand Profile

Not yet started

Career History

PLANNING ALTERNATIVES LTD

Feb 2018 – present

WEALTHCARE ADVISORS, LLC

Apr 2012 – Feb 2018

BLOOMFIELD HILLS, MI

PLANNING ALTERNATIVES LTD

May 2010 – Feb 2018

BLOOMFIELD HILLS, MI

OAKLAND WEALTH MANAGEMENT, INC.

Mar 2007 – Dec 2009

SOUTHFIELD, MI

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · March 7, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PLANNING ALTERNATIVES LTD

CRD 110268 · SEC 801-18310

AUM

$1.2B

Regulatory assets under management

Employees

667 client accounts

Services offered by PLANNING ALTERNATIVES LTD

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PLANNING ALTERNATIVES LTD →

Introduction

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Frequently Asked Questions

What services does Nathan Mark Mersereau offer?

Nathan Mark Mersereau specializes in Financial Planning, Investment Management. Contact their office in BIRMINGHAM, Michigan for a consultation.

What are Nathan Mark Mersereau's credentials?

Nathan Mark Mersereau is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Nathan Mark Mersereau located?

Nathan Mark Mersereau is based in BIRMINGHAM, Michigan, working with PLANNING ALTERNATIVES LTD. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.

How does Nathan Mark Mersereau charge for services?

Nathan Mark Mersereau's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PLANNING ALTERNATIVES LTD?

PLANNING ALTERNATIVES LTD has approximately 21 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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